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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
TFM
1626
TFC Financial Management
Massachusetts
$5.5K +$1.31K +3 +33%
KFS
1627
Kelly Financial Services
Massachusetts
$5.5K +$5.25K +12 New
ATC
1628
Adirondack Trust Company
New York
$5.12K +$2.63K +6 +150%
FGAM
1629
Financial Gravity Asset Management
Texas
$5.09K +$10.9K +25 +1%
WBC
1630
West Branch Capital
Massachusetts
$5.04K +$4.82K +11 New
SN
1631
Sittner & Nelson
Oregon
$5.04K -$14.9K -34 -76%
BAM
1632
Byrne Asset Management
New Jersey
$5K
AW
1633
Avion Wealth
Texas
$5K +$5.69K +13 +650%
BCH
1634
Berkshire Capital Holdings
California
$4.58K
IBOK
1635
Independence Bank of Kentucky
Kentucky
$4.58K +$4.38K +10 New
JFA
1636
JNBA Financial Advisors
Minnesota
$4.58K +$4.38K +10 New
DI
1637
Disciplined Investments
Oklahoma
$4.12K -$438 -1 -10%
CTA
1638
Colonial Trust Advisors
South Carolina
$4.12K
TCA
1639
Trifecta Capital Advisors
Illinois
$4.12K
GI
1640
Gradient Investments
Minnesota
$4.12K +$3.5K +8 +800%
GC
1641
Globeflex Capital
California
$4.12K +$3.94K +9 New
BCPWM
1642
Bradley & Co Private Wealth Management
Florida
$3.67K
PPWM
1643
PFG Private Wealth Management
Florida
$3.21K
SWM
1644
Sugarloaf Wealth Management
Georgia
$2.75K
GJIA
1645
Glass Jacobson Investment Advisors
Maryland
$2.75K +$2.63K +6 New
JGIA
1646
Jackson Grant Investment Advisers
Connecticut
$2.75K -$89.8K -205 -97%
PS
1647
PayPay Securities
Japan
$2.75K -$1.31K -3 -33%
SIC
1648
SJS Investment Consulting
Ohio
$2.29K -$876 -2 -29%
DCBT
1649
Dakota Community Bank & Trust
North Dakota
$2.29K
CTWM
1650
Cherry Tree Wealth Management
Minnesota
$2.29K +$2.19K +5 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.