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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
DLA
1626
Douglas Lane & Associates
New York
-$210K -437 Closed
GCA
1627
Gradient Capital Advisors
California
-$209K -435 Closed
NC
1628
NinePointTwo Capital
California
-$208K -434 Closed
SF
1629
Summit Financial
New Jersey
-$206K -429 Closed
SFM
1630
Signet Financial Management
New Jersey
-$204K -425 Closed
PFT
1631
Providence First Trust
Arizona
-$203K -423 Closed
KWM
1632
Keebeck Wealth Management
Illinois
-$202K -420 Closed
Koshinski Asset Management
1633
Koshinski Asset Management
Illinois
-$198K -412 Closed
WFA
1634
Wellspring Financial Advisors
Ohio
-$169K -351 Closed
FFA
1635
Freedman Financial Associates
Massachusetts
-$145K -287 Closed
SCA
1636
Sandy Cove Advisors
Massachusetts
-$125K -259 Closed
FAG
1637
Fortitude Advisory Group
Washington
-$98K -203 Closed
CAGAS
1638
Capital Advisory Group Advisory Services
Minnesota
-$86K -179 Closed
GAM
1639
Gemmer Asset Management
California
-$69K -145 Closed
RIM
1640
Rockbridge Investment Management
New York
-$64.4K -133 Closed
TFO
1641
Tarbox Family Office
California
-$59K -122 Closed
FA
1642
Financial Advantage
Maryland
-$48K -100 Closed
SP
1643
SWS Partners
Ohio
-$48K -100 Closed
PAG
1644
Paladin Advisory Group
Iowa
-$38.9K -94 Closed
AS
1645
Altshuler Shaham
Israel
-$38K -80 Closed
DC
1646
DeDora Capital
California
-$22K -46 Closed
LAS
1647
Lloyd Advisory Services
Georgia
-$22K -46 Closed
CT
1648
Clearstead Trust
Maine
-$20K -42 Closed
JSAM
1649
J. Safra Asset Management
New York
-$17K -41 -49%
SLWA
1650
San Luis Wealth Advisors
California
-$26K -40 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.