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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
AAM
1726
Azzad Asset Management
Virginia
-$268K -601 Closed
CWM
1727
Chesapeake Wealth Management
Virginia
-$267K -599 Closed
DPI
1728
Diversified Portfolios Inc
Michigan
-$241K -540 Closed
PMEF
1729
Point72 Middle East FZE
United Arab Emirates
-$228K -520 Closed
WFA
1730
Wade Financial Advisory
California
-$222K -497 Closed
MSR
1731
Main Street Research
Connecticut
-$218K -490 Closed
CIC
1732
Crawford Investment Counsel
Georgia
-$211K -474 Closed
OCM
1733
One Capital Management
California
-$210K -471 Closed
MIA
1734
Milestone Investment Advisors
Wisconsin
-$207K -465 Closed
FA
1735
Fortis Advisors
Pennsylvania
-$178K -400 Closed
IUHSA
1736
Itau Unibanco Holding S.A.
Brazil
-$132K -296 Closed
CM
1737
Capula Management
Cayman Islands
-$111K -253 Closed
VIA
1738
Virtus Investment Advisers
Connecticut
-$94.5K -212 Closed
CCP
1739
Carmel Capital Partners
California
-$83.4K -187 Closed
MS
1740
Mizuho Securities
Japan
-$66.9K -150 Closed
GFWA
1741
Grey Fox Wealth Advisors
Delaware
-$62.9K -141 Closed
ECG
1742
Edge Capital Group
Georgia
-$53.4K -120 Closed
TCWA
1743
Ten Capital Wealth Advisors
Washington
-$46.8K -105 Closed
NC
1744
NewSquare Capital
Pennsylvania
-$17.8K -40 Closed
FCA
1745
Fortis Capital Advisors
Kansas
-$11.6K -26 Closed
SSC
1746
Syverson Strege & Co
Iowa
-$11.1K -25 Closed
RCG
1747
Rock Creek Group
District of Columbia
-$10.3K -23 Closed
ONST
1748
Old North State Trust
North Carolina
-$7K -16 Closed
SC
1749
Schubert & Co
Texas
-$4.01K -9 Closed
GM
1750
GeoWealth Management
Illinois
-$1K -2 Closed

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.