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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
PCP
951
Proficio Capital Partners
Massachusetts
$598K +$37.3K +90 +6%
JWA
952
JFS Wealth Advisors
Pennsylvania
$597K +$7.04K +17 +1%
PFM
953
Privium Fund Management
Netherlands
$597K +$642K +1,550 New
HSA
954
HBK Sorce Advisory
Pennsylvania
$593K +$142K +344 +29%
IC
955
Inverness Counsel
New York
$590K -$2.07K -5 -0.3%
ZB
956
Zions Bancorporation
Utah
$589K -$154K -371 -20%
VCA
957
Verdence Capital Advisors
Maryland
$589K +$8.7K +21 +1%
KJHP
958
K.J. Harrison & Partners
Ontario, Canada
$587K
VA
959
Valmark Advisers
Ohio
$585K +$1.66K +4 +0.3%
PFPT
960
Pinnacle Financial Partners (Tennessee)
Tennessee
$584K +$828 +2 +0.1%
ARI
961
Applied Research Investments
Delaware
$582K -$71.2K -172 -10%
AP
962
Americana Partners
Texas
$580K -$199K -480 -24%
OQS
963
Occudo Quantitative Strategies
Florida
$575K -$329K -795 -35%
SWM
964
Scissortail Wealth Management
Oklahoma
$575K -$84.5K -204 -19%
ST
965
Smithfield Trust
Pennsylvania
$574K
TCB
966
Texas Capital Bancshares
Texas
$574K
LC
967
Lindbrook Capital
California
$572K +$456K +1,101 +288%
BWP
968
Baldwin Wealth Partners
Massachusetts
$562K
HTC
969
Haverford Trust Company
Pennsylvania
$561K
ANTB
970
AMG National Trust Bank
Colorado
$558K -$22.8K -55 -4%
ST
971
Spinnaker Trust
Maine
$555K
CBTWT
972
Community Bank & Trust (Waco, Texas)
Texas
$552K +$20.3K +49 +4%
CWM
973
Concentric Wealth Management
California
$551K
CWM
974
Calamos Wealth Management
Illinois
$545K -$45.1K -109 -7%
VHAM
975
Van Hulzen Asset Management
California
$545K

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.