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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
NPT
976
Nixon Peabody Trust
Massachusetts
$545K +$7.87K +19 +1%
ZCA
977
Zeke Capital Advisors
Pennsylvania
$545K +$141K +341 +32%
Westfield Capital Management
978
Westfield Capital Management
Massachusetts
$543K -$57.5M -138,765 -99%
SLG
979
Stanley-Laman Group
Pennsylvania
$543K -$828 -2 -0.1%
CCA
980
Conestoga Capital Advisors
Pennsylvania
$540K
AF
981
Allworth Financial
California
$535K +$228K +551 +66%
EMG
982
ETF Managers Group
New Jersey
$534K -$187K -451 -25%
BP
983
Ballentine Partners
Massachusetts
$533K +$58.4K +141 +11%
FIM
984
Freedom Investment Management
Connecticut
$532K -$82.8K -200 -13%
DMBA
985
Deseret Mutual Benefit Administrators
Utah
$528K -$98.6K -238 -15%
Tiger Global Management
986
Tiger Global Management
New York
$527K -$1,000K -2,414 -64%
EB
987
Eastern Bank
Massachusetts
$527K
HWM
988
HB Wealth Management
Georgia
$527K +$144K +348 +34%
1SB
989
1ST Source Bank
Indiana
$526K
WWA
990
WCG Wealth Advisors
Nevada
$523K +$562K +1,358 New
AWA
991
Alta Wealth Advisors
Massachusetts
$521K -$6.21K -15 -1%
CAG
992
Crestwood Advisors Group
Massachusetts
$520K -$65.4K -158 -10%
OFG
993
Oxford Financial Group
Indiana
$520K -$3.73K -9 -0.7%
AWM
994
Act Wealth Management
Texas
$520K
CPC
995
Congress Park Capital
New York
$520K +$124K +300 +29%
SWM
996
Spire Wealth Management
Virginia
$519K -$270K -653 -33%
MIA
997
MMBG Investment Advisors
Florida
$518K
CIC
998
Carnegie Investment Counsel
Ohio
$517K -$136K -328 -20%
HFG
999
Heron Financial Group
New York
$517K +$4.55K +11 +0.8%
DEM
1000
Disciplined Equity Management
Florida
$515K +$16.6K +40 +3%

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.