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1,498 hedge funds and large institutions have $90.4B invested in Intuit in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 601 increasing their positions, 549 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $849M

9% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 549

0.35% less ownership

Funds ownership: 83.59%83.24% (-0.35%)

4% less funds holding

Funds holding: 1,5541,498 (-56)

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

20% less capital invested

Capital invested by funds: $113B → $90.4B (-$22.7B)

22% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 165

Holders
1,498
Holders Change
-56
Holders Change %
-3.6%
% of All Funds
25.24%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
0.84%
New
128
Increased
601
Reduced
549
Closed
165
Calls
$1.3B
Puts
$849M
Net Calls
+$454M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
551
Biltmore Family Office
North Carolina
$3.56M -$2.07K -5 -0.1%
JC
552
Jacobs & Co
California
$3.56M -$437K -1,055 -10%
VAS
553
Vestmark Advisory Solutions
Massachusetts
$3.52M +$1.26M +3,039 +50%
RCW
554
Rheos Capital Works
Japan
$3.51M
HCA
555
Harbour Capital Advisors
Virginia
$3.46M +$19.5K +47 +0.5%
BIP
556
Bouvel Investment Partners
Pennsylvania
$3.45M -$7.87K -19 -0.2%
LAI
557
Legal Advantage Investments
California
$3.44M +$269K +650 +8%
Pacer Advisors
558
Pacer Advisors
Pennsylvania
$3.37M -$6.49M -15,664 -64%
BAMCO Inc
559
BAMCO Inc
New York
$3.36M +$404K +975 +13%
PCM
560
Parsons Capital Management
Rhode Island
$3.35M -$31.9K -77 -0.9%
ACM
561
Alcosta Capital Management
California
$3.33M -$12K -29 -0.3%
HA
562
HYA Advisors
Missouri
$3.33M -$439K -1,059 -11%
BRWA
563
B. Riley Wealth Advisors
Florida
$3.33M +$69.6K +168 +2%
ECM
564
Element Capital Management
New York
$3.33M +$1.19M +2,876 +50%
JSMC
565
Jess S. Morgan & Co
California
$3.32M +$275K +664 +8%
SLI
566
Sumitomo Life Insurance
Japan
$3.31M +$61.3K +148 +2%
ARC
567
Advisor Resource Council
Texas
$3.28M +$1.18M +2,838 +50%
IAA
568
Independent Advisor Alliance
North Carolina
$3.26M -$310K -749 -8%
BFS
569
Bradley Foster & Sargent
Connecticut
$3.26M +$1.71M +4,121 +95%
WG
570
Watchman Group
Texas
$3.22M +$152K +367 +5%
LRPA
571
L. Roy Papp & Associates
Arizona
$3.2M +$210K +506 +6%
BDF
572
Balasa Dinverno & Foltz
$3.19M -$58K -140 -2%
LFM
573
LGT Fund Management
Liechtenstein
$3.17M -$3.12M -7,530 -48%
IB
574
Iyo Bank
Japan
$3.15M
VI
575
Vestcor Inc
New Brunswick, Canada
$3.15M +$1.62M +3,903 +92%

INTU Hedge Fund Activity: Q2 2022 in Review

1,498 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2022, worth a combined $90.4B — down 20% from $113B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of INTU and 128 opened new positions — a net loss of 37 holders — while 549 trimmed existing stakes and 601 added.

The largest buyer was Morgan Stanley, adding an estimated $657M. The largest seller was BlackRock, cutting an estimated $740M.

  • 1,498 institutional investors held Intuit (INTU) as of Q2 2022, down from 1,554 in Q1 2022.
  • Funds reported $90.4B of Intuit stock for Q2 2022, down 20% quarter-over-quarter.
  • 128 funds opened new Intuit positions in Q2 2022 and 165 closed out, a net change of -37 holders.
  • The largest Intuit buyer in Q2 2022 was Morgan Stanley, an estimated $657M added.
  • The largest Intuit seller in Q2 2022 was BlackRock, an estimated $740M sold.

Based on aggregated 13F filings for Q2 2022.