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
FBB
1701
Fulton Breakefield Broenniman
Maryland
-$219K -340 Closed
KA
1702
Kovack Advisors
Florida
-$217K -338 Closed
GSC
1703
Ground Swell Capital
South Carolina
-$217K -337 Closed
MFG
1704
Menard Financial Group
Texas
-$217K -337 Closed
FAM
1705
Formidable Asset Management
Ohio
-$210K -336 Closed
WP
1706
WMS Partners
Maryland
-$216K -336 Closed
BOS
1707
Bank of Stockton
California
-$215K -335 Closed
LSPW
1708
Lake Street Private Wealth
Illinois
-$212K -330 Closed
P
1709
Palladiem
Pennsylvania
-$212K -329 Closed
USCWA
1710
U.S. Capital Wealth Advisors
Texas
-$212K -329 Closed
HIC
1711
Holderness Investments Company
North Carolina
-$211K -328 Closed
KCM
1712
Kathmere Capital Management
Pennsylvania
-$209K -325 Closed
CWM
1713
C2C Wealth Management
Arizona
-$206K -321 Closed
DIM
1714
DC Investments Management
Virginia
-$206K -321 Closed
NC
1715
NovaPoint Capital
Georgia
-$206K -321 Closed
BAM
1716
Bruderman Asset Management
New York
-$206K -320 Closed
PCWA
1717
Pacific Capital Wealth Advisors
California
-$203K -316 Closed
AAMA
1718
Advanced Asset Management Advisors
Ohio
-$203K -315 Closed
HBWM
1719
Hollow Brook Wealth Management
New York
-$203K -315 Closed
MC
1720
Manteio Capital
New Jersey
-$203K -315 Closed
AWM
1721
Aprio Wealth Management
Georgia
-$202K -314 Closed
Marshall Wace
1722
Marshall Wace
United Kingdom
-$169K -262 Closed
BAM
1723
Belpointe Asset Management
Nevada
-$153K -237 Closed
DAM
1724
Delta Asset Management
Tennessee
-$147K -228 Closed
EPM
1725
Equitec Proprietary Markets
Illinois
-$129K -200 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.