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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
FANJ
1576
Financial Architects (New Jersey)
New Jersey
-$328K -682 Closed
AWS
1577
AJ Wealth Strategies
New York
-$325K -675 Closed
LA
1578
Latitude Advisors
Florida
-$300K -624 Closed
CWP
1579
Curated Wealth Partners
California
-$398K -619 Closed
CWM
1580
Circle Wealth Management
New Jersey
-$292K -607 Closed
ICM
1581
Ionic Capital Management
New York
-$287K -597 Closed
FMI
1582
F/M Investments
District of Columbia
-$281K -585 Closed
MCM
1583
Maryland Capital Management
Maryland
-$280K -583 Closed
SCF
1584
Sante Capital Fund
Texas
-$278K -579 Closed
CAM
1585
Crestone Asset Management
Colorado
-$269K -559 Closed
FPA
1586
First Pacific Advisors
California
-$267K -555 Closed
IFS
1587
Intelligent Financial Strategies
Minnesota
-$257K -535 Closed
AAS
1588
Ameritas Advisory Services
Nebraska
-$254K -527 Closed
FAN
1589
Financial Advisors Network
California
-$246K -511 Closed
AA
1590
Altrafin AG
-$240K -500 Closed
IC
1591
Inscription Capital
Texas
-$240K -500 Closed
MBTD
1592
Mechanics Bank - Trust Department
California
-$240K -500 Closed
OWP
1593
Obermeyer Wealth Partners
Colorado
-$240K -500 Closed
RP
1594
Reinhart Partners
Wisconsin
-$240K -500 Closed
SC
1595
Shay Capital
New York
-$240K -500 Closed
TP
1596
Tranquility Partners
Tennessee
-$239K -498 Closed
SCP
1597
Sandhill Capital Partners
New York
-$239K -497 Closed
TA
1598
Tiedemann Advisors
New York
-$238K -496 Closed
GC
1599
Grimes & Company
Massachusetts
-$237K -494 Closed
ABC
1600
Associated Banc-Corp
Wisconsin
-$237K -493 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.