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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
JAG
1101
Journey Advisory Group
Kentucky
$364K +$8.7K +21 +3%
WFI
1102
West Family Investments
California
$363K +$18.6K +45 +5%
OIA
1103
OneDigital Investment Advisors
Kansas
$362K -$41K -99 -10%
GCP
1104
Gill Capital Partners
Colorado
$362K
AWM
1105
Avitas Wealth Management
California
$360K -$60.5K -146 -14%
OIS
1106
Okabena Investment Services
Minnesota
$360K
BHBT
1107
Burke & Herbert Bank & Trust
Virginia
$359K -$22.4K -54 -5%
EWM
1108
Evercore Wealth Management
New York
$358K
KP
1109
Keel Point
Alabama
$357K -$54.2K -131 -15%
WA
1110
Wealthstar Advisors
Texas
$357K
WANY
1111
Wealthspire Advisors (New York)
New York
$357K +$8.7K +21 +2%
TL
1112
Tradewinds LLC
North Carolina
$357K +$383K +925 New
MS
1113
Maven Securities
Jersey
$355K +$14.1K +34 +4%
RPWA
1114
Regent Peak Wealth Advisors
Georgia
$355K +$16.6K +40 +5%
CWM
1115
Chesapeake Wealth Management
Virginia
$354K -$6.21K -15 -2%
IIC
1116
Integrated Investment Consultants
Michigan
$353K -$78.3K -189 -17%
AC
1117
ASB Consultores
Florida
$352K -$356K -860 -49%
DS
1118
DRW Securities
Illinois
$351K +$377K +910 New
WAG
1119
Winthrop Advisory Group
Massachusetts
$350K -$5.8K -14 -2%
SIC
1120
Samalin Investment Counsel
New York
$350K +$828 +2 +0.2%
MCWA
1121
Meadow Creek Wealth Advisors
Georgia
$348K -$72K -174 -16%
BDFN
1122
Bond & Devick Financial Network
Minnesota
$347K
SACTSONJ
1123
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$347K
SIM
1124
Studio Investment Management
Illinois
$346K +$371K +897 New
GA
1125
GoalVest Advisory
New York
$345K +$175K +422 +96%

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.