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1,554 hedge funds and large institutions have $113B invested in Intuit in 2022 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 598 increasing their positions, 614 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $988M

0.15% more ownership

Funds ownership: 83.45%83.59% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 614

7% less funds holding

Funds holding: 1,6671,554 (-113)

25% less capital invested

Capital invested by funds: $151B → $113B (-$38.4B)

39% less funds holding in top 10

Funds holding in top 10: 10061 (-39)

49% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 198

Holders
1,554
Holders Change
-113
Holders Change %
-6.78%
% of All Funds
24.51%
Holding in Top 10
61
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-39%
% of All Funds
0.96%
New
101
Increased
598
Reduced
614
Closed
198
Calls
$1.11B
Puts
$988M
Net Calls
+$120M
Net Calls Change
+$788M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1526
PFG Private Wealth Management
Florida
$3K -$80.4K -157 -96%
SC
1527
Schubert & Co
Texas
$3K -$2.05K -4 -40%
CWM
1528
Curi Wealth Management
North Carolina
$3K -$1.54K -3 -27%
LWA
1529
Lenox Wealth Advisors
New York
$3K -$1.54K -3 -30%
AWM
1530
Accel Wealth Management
Iowa
$3K
AWM
1531
Avior Wealth Management
Nebraska
$3K
FNBOSM
1532
First National Bank of South Miami
Florida
$3K
TFM
1533
TFC Financial Management
Massachusetts
$3K
IUHSA
1534
Itau Unibanco Holding S.A.
Brazil
$3K +$3.58K +7 New
SIC
1535
SJS Investment Consulting
Ohio
$3K +$3.58K +7 New
GFPC
1536
Global Financial Private Client
Florida
$2.9K
SMG
1537
Spectrum Management Group
Indiana
$2K -$3.78M -7,377 -100%
GI
1538
Gradient Investments
Minnesota
$2K -$4.1K -8 -62%
1IA
1539
1834 Investment Advisors
Wisconsin
$2K
SWM
1540
Sugarloaf Wealth Management
Georgia
$2K
BC
1541
Burleson & Co
California
$2K +$1.54K +3 +150%
ACK
1542
Andrew C. Karlinski
$1K
BA
1543
Bivin & Associates
Oklahoma
$1K
CFN
1544
Cordasco Financial Network
Florida
$1K
MIM
1545
Macroview Investment Management
Maryland
$1K
S
1546
Surevest
California
$1K
VRM
1547
Vectors Research Management
New York
$1K
WPWM
1548
Western Pacific Wealth Management
Illinois
$1K
AWM
1549
AllSquare Wealth Management
New York
$1K +$1.02K +2 New
PI
1550
PEAK6 Investments
Illinois
$1K +$1.54K +3 New

INTU Hedge Fund Activity: Q1 2022 in Review

1,554 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2022, worth a combined $113B — down 25% from $151B a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of INTU and 101 opened new positions — a net loss of 97 holders — while 614 trimmed existing stakes and 598 added.

The largest buyer was Vanguard Group, adding an estimated $741M. The largest seller was Fundsmith LLP, cutting an estimated $372M.

  • 1,554 institutional investors held Intuit (INTU) as of Q1 2022, down from 1,667 in Q4 2021.
  • Funds reported $113B of Intuit stock for Q1 2022, down 25% quarter-over-quarter.
  • 101 funds opened new Intuit positions in Q1 2022 and 198 closed out, a net change of -97 holders.
  • The largest Intuit buyer in Q1 2022 was Vanguard Group, an estimated $741M added.
  • The largest Intuit seller in Q1 2022 was Fundsmith LLP, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2022.