We are live on ! Find out more

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
VAFP
1626
Vahanian & Associates Financial Planning
New York
-$402K -625 Closed
PCM
1627
Prelude Capital Management
New York
-$394K -613 Closed
CSI
1628
Cross Staff Investments
New York
-$392K -610 Closed
OR
1629
Olympiad Research
Connecticut
-$389K -604 Closed
SCM
1630
Schnieders Capital Management
California
-$367K -570 Closed
WAP
1631
Wealthcare Advisory Partners
Pennsylvania
-$366K -568 Closed
SDH
1632
Sloy Dahl & Holst
Washington
-$304K -563 Closed
MW
1633
Marcum Wealth
Ohio
-$354K -551 Closed
HWIS
1634
Hancock Whitney Investment Services
Louisiana
-$352K -543 Closed
ESB
1635
Essex Savings Bank
Connecticut
-$344K -535 Closed
BFA
1636
Brendel Financial Advisors
New Hampshire
-$340K -529 Closed
RIM
1637
Redwood Investment Management
Arizona
-$335K -521 Closed
PAG
1638
Private Advisory Group
Washington
-$325K -506 Closed
MPW
1639
MA Private Wealth
California
-$324K -504 Closed
NCM
1640
Next Capital Management
New York
-$322K -500 Closed
OTPPB
1641
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$322K -500 Closed
JWCA
1642
J.W. Cole Advisors
Florida
-$315K -490 Closed
BWA
1643
Bordeaux Wealth Advisors
California
-$304K -473 Closed
TFA
1644
Teamwork Financial Advisors
Texas
-$304K -472 Closed
MAM
1645
Marotta Asset Management
Virginia
-$303K -471 Closed
DACG
1646
Donor Advised Charitable Giving
California
-$302K -470 Closed
LW
1647
Linscomb Wealth
Texas
-$302K -470 Closed
AIP
1648
ARS Investment Partners
New York
-$300K -467 Closed
EBA
1649
Eagle Bay Advisors
New York
-$298K -463 Closed
OFS
1650
OneAscent Financial Services
Alabama
-$297K -462 Closed

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.