We are live on ! Find out more

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
SCA
1251
Southern Capital Advisors
Tennessee
$234K +$414 +1 +0.2%
HWA
1252
Heritage Wealth Advisors
Virginia
$233K +$139K +336 +125%
SG
1253
Swarthmore Group
Pennsylvania
$232K -$3.22M -7,772 -93%
TPWA
1254
TRUE Private Wealth Advisors
Oregon
$232K -$46.4K -112 -16%
GCL
1255
Gouws Capital LLC
North Carolina
$231K -$82.8K -200 -25%
ECAM
1256
East Coast Asset Management
Massachusetts
$231K
NDSI
1257
Newman Dignan & Sheerar Inc
Rhode Island
$231K
SAMT
1258
Select Asset Management & Trust
Pennsylvania
$231K
VBFP
1259
Valtinson Bruner Financial Planning
Minnesota
$231K
WMC
1260
Westwood Management Corporation
Illinois
$231K
CAM
1261
Columbia Asset Management
Michigan
$231K +$248K +600 New
SFG
1262
Synergy Financial Group
California
$230K -$17.4K -42 -7%
DPI
1263
Diversified Portfolios Inc
Michigan
$229K -$73.7K -178 -23%
EA
1264
Emerald Advisers
Pennsylvania
$229K -$6.21K -15 -2%
CFG
1265
Cooper Financial Group
California
$229K +$34K +82 +16%
SA
1266
Syntax Advisors
New York
$229K +$41.8K +101 +20%
VCG
1267
Vantage Consulting Group
Virginia
$229K +$41.8K +101 +20%
EDRH
1268
Edmond de Rothschild Holding
Switzerland
$226K -$60K -145 -20%
CWP
1269
Concord Wealth Partners
Virginia
$226K +$159K +383 +189%
CG
1270
Corundum Group
Colorado
$225K +$17K +41 +8%
MHS
1271
M Holdings Securities
Oregon
$224K -$5.8K -14 -2%
CMA
1272
Cedar Mountain Advisors
Oregon
$223K
PFBT
1273
Parkside Financial Bank & Trust
Missouri
$223K +$46.4K +112 +24%
VFA
1274
Valeo Financial Advisors
Indiana
$222K -$77K -186 -24%
WA
1275
Waverly Advisors
Alabama
$222K +$7.45K +18 +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.