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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
1IA
1476
1834 Investment Advisors
Wisconsin
$2K
GI
1477
Gradient Investments
Minnesota
$2K
SWM
1478
Sugarloaf Wealth Management
Georgia
$2K
TFM
1479
TFC Financial Management
Massachusetts
$2K
PI
1480
PEAK6 Investments
Illinois
$1.95K +$1.24K +3 +100%
FSWA
1481
Financial Synergies Wealth Advisors
Texas
$1.93K +$2.07K +5 New
FGAM
1482
Financial Gravity Asset Management
Texas
$1.17K +$146K +352 +8%
WA
1483
WestEnd Advisors
North Carolina
$1.16K +$1.24K +3 New
BC
1484
Burleson & Co
California
$1K -$1.24K -3 -60%
AWM
1485
AllSquare Wealth Management
New York
$1K
ACK
1486
Andrew C. Karlinski
$1K
BA
1487
Bivin & Associates
Oklahoma
$1K
CFN
1488
Cordasco Financial Network
Florida
$1K
S
1489
Surevest
California
$1K
VRM
1490
Vectors Research Management
New York
$1K
WPWM
1491
Western Pacific Wealth Management
Illinois
$1K
LFG
1492
Larson Financial Group
Missouri
$1K +$828 +2 New
TWP
1493
TFO Wealth Partners
Ohio
$1K +$828 +2 New
AR
1494
Apeiron RIA
Texas
$251 +$101K +245 +47%
BRWM
1495
B. Riley Wealth Management
Tennessee
$228 -$16.6K -40 -6%
Capital World Investors
1496
Capital World Investors
California
-$413M -859,308 Closed
TP
1497
Third Point
New York
-$349M -725,000 Closed
OAC
1498
OMERS Administration Corp
Ontario, Canada
-$163M -339,690 Closed
Artisan Partners
1499
Artisan Partners
Wisconsin
-$163M -339,373 Closed
JCM
1500
Junto Capital Management
New York
-$62.6M -130,293 Closed

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.