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Intuit

1,657 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, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1601
HHM Wealth Advisors
Tennessee
$8.71K -$17K -37 -66%
PCA
1602
Providence Capital Advisors
North Carolina
$8.71K +$8.71K +19 New
CAS
1603
Coppell Advisory Solutions
Texas
$8.21K +$8.21K +18 New
TFGT
1604
TS Financial Group (TSFG)
Illinois
$8K +$2.67K +6 +50%
CWA
1605
Clearview Wealth Advisors
Oregon
$7.84K
IWP
1606
IAG Wealth Partners
Wisconsin
$7.79K
TWP
1607
TFO Wealth Partners
Ohio
$6.87K
LF
1608
Lee Financial
Texas
$6.42K
CJL
1609
Cyrus J. Lawrence
New York
$6.29K +$99 +216 +2%
PP
1610
PFS Partners
New Jersey
$5.96K +$5.96K +13 New
NIC
1611
Northwest Investment Counselors
Oregon
$5.96K
HWM
1612
HighMark Wealth Management
Minnesota
$5.96K
MTIC
1613
Missouri Trust & Investment Company
Missouri
$5.96K
MA
1614
MCF Advisors
Kentucky
$5.5K
EL
1615
EMFO LLC
Florida
$5.5K
TFM
1616
TFC Financial Management
Massachusetts
$5.5K +$1.38K +3 +33%
KFS
1617
Kelly Financial Services
Massachusetts
$5.5K +$5.5K +12 New
ATC
1618
Adirondack Trust Company
New York
$5.12K +$3.07K +6 +150%
FGAM
1619
Financial Gravity Asset Management
Texas
$5.09K +$49 +25 +1%
WBC
1620
West Branch Capital
Massachusetts
$5.04K +$5.04K +11 New
SN
1621
Sittner & Nelson
Oregon
$5.04K -$15.6K -34 -76%
BAM
1622
Byrne Asset Management
New Jersey
$5K
AW
1623
Avion Wealth
Texas
$5K +$4.33K +13 +650%
BCH
1624
Berkshire Capital Holdings
California
$4.58K
JFA
1625
JNBA Financial Advisors
Minnesota
$4.58K +$4.58K +10 New