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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
ETC
676
Exchange Traded Concepts
Oklahoma
$1.82M -$447K -1,080 -19%
SAM
677
Silvercrest Asset Management
New York
$1.82M
DWA
678
Douglass Winthrop Advisors
New York
$1.81M -$31.1K -75 -2%
FDS
679
Freedom Day Solutions
Texas
$1.79M +$9.11K +22 +0.5%
SWMG
680
Signature Wealth Management Group
Georgia
$1.79M +$1.92M +4,644 New
CPIG
681
Chicago Partners Investment Group
Illinois
$1.78M +$8.28K +20 +0.5%
FBT
682
First Bank & Trust
South Dakota
$1.78M +$335K +810 +21%
TCM
683
Twin Capital Management
Pennsylvania
$1.77M +$828 +2 +0%
MCP
684
Mirador Capital Partners
California
$1.77M
DAS
685
Dynamic Advisor Solutions
Arizona
$1.75M +$212K +512 +13%
DTL
686
Dynamic Technology Lab
Singapore
$1.75M +$718K +1,735 +62%
ISWM
687
Independent Solutions Wealth Management
New York
$1.75M +$665K +1,607 +55%
DADC
688
D.A. Davidson & Co
Montana
$1.74M -$282K -682 -13%
WF
689
Welch & Forbes
Massachusetts
$1.74M
SAM
690
Security Asset Management
New York
$1.74M +$120K +290 +7%
FPFS
691
First Personal Financial Services
North Carolina
$1.73M +$342K +826 +22%
JC
692
JB Capital
Connecticut
$1.72M +$188K +453 +11%
PTC
693
Private Trust Company
Ohio
$1.72M -$157K -379 -8%
CYG
694
Clean Yield Group
Vermont
$1.72M -$50.1K -121 -3%
Simplex Trading
695
Simplex Trading
Illinois
$1.71M -$10.2M -24,569 -85%
TI
696
Tidal Investments
Wisconsin
$1.71M -$153K -370 -8%
SMH
697
Sanders Morris Harris
Texas
$1.71M
S
698
SignatureFD
Georgia
$1.7M +$118K +286 +7%
EAM
699
EFG Asset Management
Oregon
$1.7M -$620K -1,498 -25%
VLKIM
700
Van Lanschot Kempen Investment Management
Netherlands
$1.7M +$185K +446 +11%

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.