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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
TC
1051
Truvestments Capital
Florida
$439K -$12K -29 -2%
IFWM
1052
Institute for Wealth Management
Colorado
$438K
QT
1053
Quantbot Technologies
New York
$434K -$972K -2,348 -68%
BJL
1054
Brighton Jones LLC
Washington
$433K -$32.7K -79 -7%
GA
1055
GraniteShares Advisors
New York
$431K -$67.9K -164 -13%
WPP
1056
Whalerock Point Partners
Rhode Island
$430K
DCM
1057
Dupont Capital Management
Delaware
$429K -$34K -82 -7%
GFP
1058
Gryphon Financial Partners
Ohio
$429K +$26.5K +64 +6%
HFS
1059
Haverford Financial Services
Pennsylvania
$428K +$460K +1,110 New
CA
1060
Cetera Advisors
Colorado
$427K -$31.9K -77 -6%
PWP
1061
Principle Wealth Partners
Connecticut
$425K -$82.8K -200 -15%
LOAMU
1062
Lombard Odier Asset Management (USA)
New York
$424K +$145K +350 +47%
CT
1063
Chicago Trust
Illinois
$420K -$2.07K -5 -0.5%
RWB
1064
RMR Wealth Builders
New Jersey
$419K
SC
1065
Scotia Capital
Ontario, Canada
$417K -$299K -723 -40%
TW
1066
Transform Wealth
Colorado
$408K -$52.2K -126 -11%
CGA
1067
Crescent Grove Advisors
Illinois
$407K
YC
1068
Yarbrough Capital
Tennessee
$407K
LFAS
1069
Level Four Advisory Services
Texas
$404K +$2.9K +7 +0.7%
LHC
1070
Little House Capital
Massachusetts
$403K +$33.1K +80 +8%
EFG
1071
Everhart Financial Group
Ohio
$403K +$433K +1,046 New
MFG
1072
Magnus Financial Group
New York
$400K +$3.31K +8 +0.8%
WBG
1073
Wharton Business Group
Pennsylvania
$399K
FNBT
1074
FineMark National Bank & Trust
Florida
$397K +$24.8K +60 +6%
EI
1075
Ellevest Inc
New York
$397K +$41.4K +100 +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.