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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
BFA
1126
Bragg Financial Advisors
North Carolina
$344K -$4.55K -11 -1%
CCA
1127
Childress Capital Advisors
Texas
$343K +$73.7K +178 +25%
AOWM
1128
Alpha Omega Wealth Management
Virginia
$342K
TCM
1129
Traynor Capital Management
Pennsylvania
$339K -$55.9K -135 -13%
RF
1130
RHS Financial
California
$338K +$364K +878 New
BS
1131
Boenning & Scattergood
Pennsylvania
$337K
PGIM
1132
Pacific Global Investment Management
California
$336K +$2.9K +7 +0.8%
PFA
1133
Pathway Financial Advisors
Vermont
$335K
MCA
1134
MSH Capital Advisors
Arizona
$335K +$414 +1 +0.1%
JAM
1135
Jupiter Asset Management
United Kingdom
$334K -$23.7M -57,336 -99%
IIA
1136
ICW Investment Advisors
Arizona
$334K +$1.24K +3 +0.3%
IWC
1137
Integrated Wealth Concepts
Massachusetts
$334K +$43.5K +105 +14%
MA
1138
MONECO Advisors
Connecticut
$332K -$1.66K -4 -0.5%
GL
1139
Graypoint LLC
New York
$332K +$53.4K +129 +18%
GA
1140
Geller Advisors
New York
$330K +$2.48K +6 +0.7%
SPC
1141
Sigma Planning Corp
Michigan
$329K +$15.3K +37 +5%
HW
1142
Hancock Whitney
Mississippi
$328K +$4.55K +11 +1%
IPAM
1143
ICICI Prudential Asset Management
India
$328K +$11.2K +27 +3%
AWA
1144
Arkadios Wealth Advisors
Georgia
$328K +$90.7K +219 +35%
KWM
1145
Kingsview Wealth Management
Oregon
$323K -$14.5K -35 -4%
BFA
1146
Beaumont Financial Advisors
Massachusetts
$322K -$101K -243 -23%
AF
1147
Advisornet Financial
Minnesota
$321K -$37.3K -90 -10%
AC
1148
Avestar Capital
New York
$320K +$53.8K +130 +19%
DIS
1149
Diversified Investment Strategies
Louisiana
$316K
FFN
1150
Focus Financial Network
Minnesota
$315K

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.