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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
ERIM
1276
Eagle Ridge Investment Management
Connecticut
$222K +$238K +575 New
KIA
1277
KCM Investment Advisors
California
$220K -$136K -329 -37%
WFA
1278
Wade Financial Advisory
California
$220K -$12K -29 -5%
BB
1279
Bell Bank
North Dakota
$219K +$235K +567 New
EA
1280
Echo45 Advisors
California
$217K -$54.7K -132 -19%
JSC
1281
Jackson Square Capital
California
$216K -$87.8K -212 -27%
WCF
1282
West Coast Financial
California
$216K
I
1283
IMPACTfolio
Colorado
$215K +$11.2K +27 +5%
OCM
1284
One Capital Management
California
$214K -$18.6K -45 -7%
LF
1285
LifeSteps Financial
California
$214K
IWM
1286
IHT Wealth Management
Illinois
$213K -$4.14K -10 -2%
AG
1287
Ascent Group
Virginia
$213K +$193K +467 New
SB
1288
Sunflower Bank
Texas
$212K -$46.4K -112 -17%
NERM
1289
New England Research & Management
Illinois
$212K
BWA
1290
Bordeaux Wealth Advisors
California
$210K +$226K +545 New
PCM
1291
Prelude Capital Management
New York
$210K +$226K +546 New
HFA
1292
High Falls Advisors
New York
$206K
BFAG
1293
Blackston Financial Advisory Group
Florida
$205K
PWMG
1294
Prestige Wealth Management Group
New Jersey
$205K +$176K +424 +400%
FRM
1295
Fox Run Management
Connecticut
$204K +$219K +530 New
BW
1296
Bison Wealth
Georgia
$203K
GRP
1297
Global Retirement Partners
California
$203K +$48.4K +117 +29%
ES
1298
Eagle Strategies
New York
$202K -$36K -87 -14%
SIM
1299
SSI Investment Management
California
$201K
CAM
1300
Concorde Asset Management
Michigan
$200K -$70K -169 -25%

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.