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1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
ODG
1551
O'Dell Group
Ohio
$36.7K +$35K +80 New
KFI
1552
Key Financial Inc
Pennsylvania
$36.7K +$17.1K +39 +95%
PP
1553
Pacifica Partners
Canada
$36.6K
GWSG
1554
GPS Wealth Strategies Group
Colorado
$35.5K +$14K +32 +71%
WP
1555
WealthPLAN Partners
Nebraska
$35.3K
KTC
1556
Kistler-Tiffany Companies
Pennsylvania
$34.4K
EBA
1557
Eagle Bay Advisors
New York
$34.3K -$24.5K -56 -43%
VCM
1558
Vigilant Capital Management
Maine
$34K -$39.4K -90 -55%
TWM
1559
Tradition Wealth Management
Minnesota
$30K +$2.63K +6 +10%
BC
1560
Barrett & Company
Rhode Island
$29.9K
AP
1561
Atwood & Palmer
Missouri
$29.8K
AFG
1562
Albion Financial Group
Utah
$29.8K +$6.57K +15 +30%
BWM
1563
Baystate Wealth Management
Massachusetts
$27.8K
MFT
1564
Moisand Fitzgerald Tamayo
Florida
$27.5K
BWL
1565
Bogart Wealth LLC
Virginia
$25.2K -$7.01K -16 -23%
SC
1566
Steph & Co
Wisconsin
$25.2K
BSB
1567
Bangor Savings Bank
Maine
$24.7K
BG
1568
Bollard Group
Massachusetts
$24K +$13.1K +30 +130%
RCM
1569
Raleigh Capital Management
North Carolina
$23.5K -$3.06K -7 -12%
CSB
1570
City State Bank
Iowa
$23K
PK
1571
Pflug Koory
Nebraska
$22.9K
TLA
1572
Tanglewood Legacy Advisors
Texas
$22.9K
OIA
1573
Optimum Investment Advisors
Illinois
$20.2K
RA
1574
Rational Advisors
New York
$20.2K
IFAM
1575
Institutional & Family Asset Management
Colorado
$20.2K +$19.3K +44 New

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.