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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
DIP
1601
DT Investment Partners
Pennsylvania
-$237K -492 Closed
IIC
1602
Ironwood Investment Counsel
Arizona
-$235K -490 Closed
RCS
1603
Retirement Capital Strategies
California
-$226K -489 Closed
CCP
1604
Carmel Capital Partners
California
-$234K -487 Closed
MAM
1605
McLean Asset Management
Virginia
-$233K -485 Closed
CHAM
1606
Clear Harbor Asset Management
Connecticut
-$232K -483 Closed
IWN
1607
Independent Wealth Network
Iowa
-$228K -475 Closed
CIP
1608
Convergence Investment Partners
Florida
-$226K -470 Closed
TVAMP
1609
Tennessee Valley Asset Management Partners
Tennessee
-$226K -469 Closed
AFP
1610
Ausdal Financial Partners
Iowa
-$224K -465 Closed
BFS
1611
Bickling Financial Services
Massachusetts
-$223K -464 Closed
AWM
1612
Angeles Wealth Management
California
-$221K -460 Closed
BIA
1613
Bigelow Investment Advisors
Maine
-$221K -460 Closed
FHC
1614
First Heartland Consultants
Missouri
-$220K -458 Closed
RCAG
1615
Rehmann Capital Advisory Group
Michigan
-$220K -458 Closed
FSA
1616
Fort Sheridan Advisors
Illinois
-$220K -457 Closed
PIA
1617
Perennial Investment Advisors
California
-$219K -455 Closed
LAM
1618
L2 Asset Management
Massachusetts
-$218K -454 Closed
MFA
1619
McClarren Financial Advisors
Pennsylvania
-$216K -450 Closed
RB
1620
Renasant Bank
Mississippi
-$213K -443 Closed
SIM
1621
Stratos Investment Management
Ohio
-$213K -442 Closed
CA
1622
CV Advisors
Florida
-$211K -439 Closed
YMRC
1623
Yorktown Management & Research Company
Virginia
-$211K -439 Closed
TWM
1624
Trevian Wealth Management
Massachusetts
-$210K -438 Closed
3F
1625
360 Financial
Minnesota
-$221K -437 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.