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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
AW
1451
Avion Wealth
Texas
$6K +$6.21K +15 New
LF
1452
Lee Financial
Texas
$6K +$6.63K +16 New
Parallax Volatility Advisers
1453
Parallax Volatility Advisers
California
$5K -$18.2M -44,072 -100%
EL
1454
EMFO LLC
Florida
$5K
HWM
1455
HighMark Wealth Management
Minnesota
$5K
MTIC
1456
Missouri Trust & Investment Company
Missouri
$5K
NFSG
1457
Newbridge Financial Services Group
Florida
$5K
SC
1458
Schubert & Co
Texas
$5K +$2.48K +6 +100%
BCH
1459
Berkshire Capital Holdings
California
$4K
MA
1460
MCF Advisors
Kentucky
$4K
RCM
1461
Raleigh Capital Management
North Carolina
$4K
SIS
1462
Sound Income Strategies
Florida
$4K
TWI
1463
Thomas White International
Illinois
$4K
MAWCM
1464
Mine & Arao Wealth Creation & Management
California
$4K +$4.14K +10 New
SFG
1465
Steward Financial Group
Texas
$4K +$4.97K +12 New
KFS
1466
Kelly Financial Services
Massachusetts
$3.85K
DI
1467
Disciplined Investments
Oklahoma
$3K -$1.66K -4 -31%
AWM
1468
Avior Wealth Management
Nebraska
$3K
PPWM
1469
PFG Private Wealth Management
Florida
$3K
PO
1470
Private Ocean
California
$3K
BCPWM
1471
Bradley & Co Private Wealth Management
Florida
$3K +$3.31K +8 New
DWP
1472
Destiny Wealth Partners
Florida
$3K +$3.31K +8 New
FWA
1473
FSC Wealth Advisors
New York
$3K +$3.73K +9 New
HFS
1474
Heritage Financial Services
Massachusetts
$3K +$4.14K +10 New
WWM
1475
Wolff Wiese Magana
California
$2K -$1.66K -4 -50%

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.