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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
1601
DecisionPoint Financial
Arizona
$51.1K
AWM
1602
Abound Wealth Management
Tennessee
$50.2K -$3.08K -6 -6%
CT
1603
Cambridge Trust
Massachusetts
$50.1K
HB
1604
Horizon Bancorp
Indiana
$50K -$153K -300 -75%
SIA
1605
SkyView Investment Advisors
New Jersey
$50K
RA
1606
Rise Advisors
New York
$46.6K +$35.4K +69 +314%
PAG
1607
Paladin Advisory Group
Iowa
$46K
AWM
1608
Avior Wealth Management
Nebraska
$46K -$1.53K -3 -3%
LWANC
1609
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.5K
AWM
1610
Activest Wealth Management
Florida
$44.5K -$23.5K -46 -35%
BCM
1611
BluePath Capital Management
Georgia
$43.4K +$43.4K +85 New
SWA
1612
SOA Wealth Advisors
New York
$42.9K
KFI
1613
Key Financial Inc
Pennsylvania
$40.9K
OP
1614
ORG Partners
Indiana
$40.3K -$3.57K -7 -8%
EBA
1615
Eagle Bay Advisors
New York
$40.3K +$2.04K +4 +5%
GWSG
1616
GPS Wealth Strategies Group
Colorado
$39.6K
AFG
1617
Albion Financial Group
Utah
$36.8K +$3.58K +7 +11%
TWM
1618
Tradition Wealth Management
Minnesota
$34K
APC
1619
Aspire Private Capital
North Carolina
$33.7K +$19.9K +39 +144%
PP
1620
Pacifica Partners
Canada
$33.6K -$7.75K -15 -19%
BC
1621
Barrett & Company
Rhode Island
$33.3K
AP
1622
Atwood & Palmer
Missouri
$33.2K
MFT
1623
Moisand Fitzgerald Tamayo
Florida
$30.7K
SFG
1624
Steward Financial Group
Texas
$30K +$10K +20 +50%
SC
1625
Steph & Co
Wisconsin
$28.1K