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
HR
1301
Howe & Rusling
New York
$197K +$4.97K +12 +2%
PFS
1302
Prospera Financial Services
Texas
$196K -$460K -1,112 -69%
CF
1303
Centaurus Financial
California
$187K +$43.1K +104 +27%
EWA
1304
EverSource Wealth Advisors
Alabama
$184K +$123K +296 +163%
CA
1305
Capitolis Advisors
New York
$183K
SSB
1306
Sandy Spring Bank
Maryland
$180K
CA
1307
CoreCap Advisors
Michigan
$176K -$32.7K -79 -15%
MHR
1308
Matthew Hamilton Rosenberg
$172K
C
1309
Covestor
United Kingdom
$161K -$38.1K -92 -18%
TFS
1310
TrustCore Financial Services
Tennessee
$160K +$6.21K +15 +4%
HCA
1311
Harbor Capital Advisors
Illinois
$160K +$34.8K +84 +25%
VVP
1312
Venture Visionary Partners
Ohio
$158K +$169K +409 New
FPS
1313
Fieldpoint Private Securities
Connecticut
$157K +$90.7K +219 +116%
FA
1314
Fortis Advisors
Pennsylvania
$154K
JFGIW
1315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K +$3.31K +8 +2%
AWM
1316
Atticus Wealth Management
Florida
$152K +$55.1K +133 +51%
SC
1317
Seldon Capital
California
$146K
SPWG
1318
Sage Private Wealth Group
Illinois
$146K +$11.2K +27 +8%
GWS
1319
Glassman Wealth Services
Virginia
$146K +$46K +111 +42%
WWP
1320
WR Wealth Planners
Missouri
$144K +$154K +373 New
VCM
1321
Vigilant Capital Management
Maine
$139K +$98.1K +237 +191%
CFO
1322
CVA Family Office
Colorado
$133K -$20.7K -50 -13%
HIA
1323
Harbor Investment Advisory
Maryland
$133K +$62.1K +150 +77%
BWM
1324
BerganKDV Wealth Management
Minnesota
$132K -$7.87K -19 -5%
KFP
1325
KB Financial Partners
New Jersey
$132K +$11.2K +27 +9%

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.