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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
CAM
1426
Close Asset Management
United Kingdom
$10K -$26.9K -65 -71%
MS
1427
Mizuho Securities
Japan
$10K -$414 -1 -6%
APC
1428
Aspire Private Capital
North Carolina
$10K +$4.97K +12 +80%
FCMT
1429
Founders Capital Management (Texas)
Texas
$10K +$10.8K +26 New
TAM
1430
Tucker Asset Management
Colorado
$9.64K +$6.63K +16 +178%
BLC
1431
Brown, Lisle/Cummings
Rhode Island
$9.64K +$10.4K +25 New
BG
1432
Bollard Group
Massachusetts
$9K
SFCL
1433
Strengthening Families & Communities LLC
Massachusetts
$9K
DAC
1434
Dividend Assets Capital
South Carolina
$9K +$9.94K +24 New
MWM
1435
Mascoma Wealth Management
New Hampshire
$8K -$9.94K -24 -52%
OIA
1436
Optimum Investment Advisors
Illinois
$8K
RCC
1437
Red Cedar Capital
Nebraska
$8K
SWM
1438
Selective Wealth Management
Virginia
$8K
KTC
1439
Kistler-Tiffany Companies
Pennsylvania
$8K +$3.31K +8 +67%
CWM
1440
Curi Wealth Management
North Carolina
$8K +$5.38K +13 +163%
MIM
1441
Macroview Investment Management
Maryland
$8K +$7.45K +18 +600%
TIM
1442
Tortoise Investment Management
New York
$8K +$8.28K +20 New
SCA
1443
Stonebridge Capital Advisors
Minnesota
$7K -$28.6K -69 -80%
IWP
1444
IAG Wealth Partners
Wisconsin
$7K
RA
1445
Rise Advisors
New York
$7K +$1.24K +3 +20%
BWA
1446
BDO Wealth Advisors
Florida
$6K -$4.97K -12 -44%
AIP
1447
Ahrens Investment Partners
Louisiana
$6K
CFD
1448
Creative Financial Designs
Indiana
$6K
TFGT
1449
TS Financial Group (TSFG)
Illinois
$6K
UFF
1450
USA Financial Formulas
Michigan
$6K +$414 +1 +7%

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.