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
BL
1551
BFSG LLC
California
-$911K -1,895 Closed
DA
1552
DCM Advisors
New York
-$769K -1,600 Closed
BA
1553
Bridgewater Associates
Connecticut
-$765K -1,592 Closed
OTL
1554
Oak Thistle LLC
New York
-$735K -1,528 Closed
JWM
1555
Jackson Wealth Management
Florida
-$702K -1,460 Closed
WA
1556
WESPAC Advisors
California
-$675K -1,403 Closed
SAM
1557
Silphium Asset Management
United Kingdom
-$622K -1,294 Closed
PCMU
1558
Paragon Capital Management (Utah)
Utah
-$621K -1,291 Closed
SM
1559
Sciencast Management
New Jersey
-$622K -1,282 Closed
SSG
1560
Summit Securities Group
New York
-$616K -1,282 Closed
MSFS
1561
Main Street Financial Solutions
Pennsylvania
-$586K -1,218 Closed
WFC
1562
Western Financial Corp
California
-$550K -1,144 Closed
ER
1563
Enlightenment Research
Florida
-$481K -1,000 Closed
WMP
1564
Wealth Management Partners
Arizona
-$203K -1,000 Closed
GGI
1565
Godsey & Gibb Inc
Virginia
-$457K -950 Closed
CCI
1566
Credit Capital Investments
New Jersey
-$433K -900 Closed
HZ
1567
Hixon Zuercher
Ohio
-$409K -850 Closed
KFA
1568
Krane Funds Advisors
New York
-$401K -834 Closed
TIM
1569
Tevis Investment Management
Texas
-$400K -831 Closed
FEM
1570
Fulcrum Equity Management
Texas
-$380K -790 Closed
GWANC
1571
Guardian Wealth Advisors (North Carolina)
North Carolina
-$375K -780 Closed
JSW
1572
Journey Strategic Wealth
New Jersey
-$372K -773 Closed
RSWM
1573
Robertson Stephens Wealth Management
California
-$371K -772 Closed
QC
1574
QCM Cayman
Texas
-$353K -735 Closed
CIM
1575
Contravisory Investment Management
Massachusetts
-$339K -704 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.