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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
KF
851
Krilogy Financial
Missouri
$858K +$17.8K +43 +2%
PWPS
852
Pinnacle Wealth Planning Services
Ohio
$849K +$99.4K +240 +12%
MGIA
853
Moneta Group Investment Advisors
Missouri
$848K +$911K +2,200 New
RWM
854
Ritholtz Wealth Management
New York
$845K +$175K +423 +24%
BS
855
Banco Santander
Spain
$838K +$900K +2,173 New
IAN
856
Integrated Advisors Network
Texas
$836K +$378K +914 +73%
NCGI
857
Next Century Growth Investors
Minnesota
$821K +$2.9K +7 +0.3%
CPW
858
Catalyst Private Wealth
California
$818K -$123K -296 -12%
GW
859
GW & Wade
Massachusetts
$818K +$104K +252 +13%
SAM
860
Strategy Asset Managers
California
$815K -$26.5K -64 -3%
LA
861
Legacy Advisors
Pennsylvania
$815K +$241K +583 +38%
DWM
862
Dakota Wealth Management
Florida
$814K +$613K +1,480 +235%
PCS
863
Personal CFO Solutions
New Jersey
$813K -$148K -357 -14%
Verition Fund Management
864
Verition Fund Management
Connecticut
$811K -$1.15M -2,778 -57%
ATC
865
Argent Trust Co
Tennessee
$810K -$91.5K -221 -10%
APA
866
American Portfolios Advisors
New York
$809K -$14.9K -36 -2%
BEI
867
Benjamin Edwards Inc
Missouri
$808K +$17.8K +43 +2%
LNC
868
Lincoln National Corp
Pennsylvania
$808K +$67.5K +163 +8%
BWP
869
BSW Wealth Partners
Colorado
$807K -$36.9K -89 -4%
AIM
870
Anchor Investment Management
South Carolina
$806K +$12K +29 +1%
PA
871
Pinnacle Associates
New York
$805K +$198K +479 +30%
BCM
872
Brookstone Capital Management
Illinois
$797K +$23.2K +56 +3%
FWM
873
FSA Wealth Management
Massachusetts
$795K -$34.4K -83 -4%
MSR
874
Main Street Research
Connecticut
$781K +$658K +1,588 +363%
DBG
875
De Burlo Group
Massachusetts
$781K +$839K +2,026 New

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.