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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 %
CCA
1676
Column Capital Advisors
Indiana
$8.69K -$1.02K -2 -11%
IWP
1677
IAG Wealth Partners
Wisconsin
$8.69K
SL
1678
Salomon & Ludwin
Virginia
$8.69K +$8.69K +17 New
HWA
1679
HHM Wealth Advisors
Tennessee
$8.18K -$1.53K -3 -16%
TSWM
1680
Tyler-Stone Wealth Management
Ohio
$8K -$9K -18 -53%
TWP
1681
TFO Wealth Partners
Ohio
$7.79K +$916 +2 +13%
ATC
1682
Adirondack Trust Company
New York
$7.66K +$2.55K +5 +50%
PP
1683
PFS Partners
New Jersey
$6.65K
NIC
1684
Northwest Investment Counselors
Oregon
$6.64K
HWM
1685
HighMark Wealth Management
Minnesota
$6.64K
TFM
1686
TFC Financial Management
Massachusetts
$6.13K
MTIC
1687
Missouri Trust & Investment Company
Missouri
$6.13K -$511 -1 -8%
BAM
1688
Byrne Asset Management
New Jersey
$6K
KA
1689
Kozak & Associates
Colorado
$5.87K +$5.87K +11 New
WBC
1690
West Branch Capital
Massachusetts
$5.63K
SN
1691
Sittner & Nelson
Oregon
$5.62K
JFA
1692
JNBA Financial Advisors
Minnesota
$5.11K
BCH
1693
Berkshire Capital Holdings
California
$5.11K
TCA
1694
Trifecta Capital Advisors
Illinois
$4.6K
IPW
1695
Impact Partnership Wealth
Georgia
$4.6K +$2.56K +5 +125%
FCMT
1696
Founders Capital Management (Texas)
Texas
$4.6K +$4.6K +9 New
GI
1697
Gradient Investments
Minnesota
$4.09K -$511 -1 -11%
BCPWM
1698
Bradley & Co Private Wealth Management
Florida
$4.09K
MWM
1699
Mascoma Wealth Management
New Hampshire
$4.09K +$4.09K +8 New
PPWM
1700
PFG Private Wealth Management
Florida
$3.58K