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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
KFP
1576
KB Financial Partners
New Jersey
$19K -$154K -351 -89%
OIS
1577
Okabena Investment Services
Minnesota
$18.8K +$18K +41 New
BWS
1578
Buck Wealth Strategies
Colorado
$18.4K +$14K +32 +400%
BCMLT
1579
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.3K +$17.5K +40 New
SFG
1580
Steward Financial Group
Texas
$18K +$17.5K +40 New
GIS
1581
Grayhawk Investment Strategies
Alberta, Canada
$16.5K
SC
1582
Solstein Capital
California
$16.5K
CFD
1583
Creative Financial Designs
Indiana
$16K +$8.32K +19 +119%
TSWM
1584
Tyler-Stone Wealth Management
Ohio
$16K +$14.9K +34 New
BCM
1585
Bourgeon Capital Management
Connecticut
$15.6K
HH
1586
HWG Holdings
Texas
$15.1K
TF
1587
TimeScale Financial
Massachusetts
$15.1K
FRA
1588
Front Row Advisors
California
$15K
OPTFSNA
1589
Old Point Trust & Financial Services N A
Virginia
$14.7K +$14K +32 New
NCM
1590
Northwest Capital Management
Oregon
$14.2K +$13.6K +31 New
HDIM
1591
Hanson & Doremus Investment Management
Vermont
$14K
VAG
1592
VisionPoint Advisory Group
Texas
$12.8K +$12.3K +28 New
AIC
1593
Archer Investment Corporation
Indiana
$12.8K
APC
1594
Aspire Private Capital
North Carolina
$12.4K
SCA
1595
Stonebridge Capital Advisors
Minnesota
$11.9K
CB
1596
Community Bank
New York
$11.9K
TAM
1597
Tucker Asset Management
Colorado
$11.5K -$11.4K -26 -51%
WWM
1598
Wolff Wiese Magana
California
$11.5K
DAC
1599
Dividend Assets Capital
South Carolina
$11K
SF
1600
Safeguard Financial
Wisconsin
$11K +$10.9K +25 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.