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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
CWM
1601
Cedar Wealth Management
California
$11K -$70.1K -160 -87%
APW
1602
Acima Private Wealth
Virginia
$11K
TIM
1603
Tortoise Investment Management
New York
$11K +$876 +2 +9%
RA
1604
Rise Advisors
New York
$10.2K -$876 -2 -8%
NRG
1605
Nemes Rush Group
Michigan
$9.68K +$9.2K +21 New
LFG
1606
Larson Financial Group
Missouri
$9.62K -$12.3K -28 -57%
RG
1607
Retirement Group
California
$9.62K
RFG
1608
RFP Financial Group
Georgia
$9.62K
CSC
1609
Caldwell Sutter Capital
California
$9.16K +$4.82K +11 +122%
CCA
1610
Column Capital Advisors
Indiana
$8.71K -$231K -527 -97%
HWA
1611
HHM Wealth Advisors
Tennessee
$8.71K -$16.2K -37 -66%
PCA
1612
Providence Capital Advisors
North Carolina
$8.71K +$8.32K +19 New
CAS
1613
Coppell Advisory Solutions
Texas
$8.21K +$7.88K +18 New
TFGT
1614
TS Financial Group (TSFG)
Illinois
$8K +$2.63K +6 +50%
CWA
1615
Clearview Wealth Advisors
Oregon
$7.84K
IWP
1616
IAG Wealth Partners
Wisconsin
$7.79K
TWP
1617
TFO Wealth Partners
Ohio
$6.87K
LF
1618
Lee Financial
Texas
$6.42K
CJL
1619
Cyrus J. Lawrence
New York
$6.29K +$94.6K +216 +2%
PP
1620
PFS Partners
New Jersey
$5.96K +$5.69K +13 New
HWM
1621
HighMark Wealth Management
Minnesota
$5.96K
MTIC
1622
Missouri Trust & Investment Company
Missouri
$5.96K
NIC
1623
Northwest Investment Counselors
Oregon
$5.96K
EL
1624
EMFO LLC
Florida
$5.5K
MA
1625
MCF Advisors
Kentucky
$5.5K

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.