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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
BCP
1726
Blue Chip Partners
Michigan
-$117K -182 Closed
CWS
1727
Confluence Wealth Services
Pennsylvania
-$105K -164 Closed
TCWM
1728
Total Clarity Wealth Management
Illinois
-$105K -163 Closed
AWA
1729
Aquire Wealth Advisors
Utah
-$101K -157 Closed
DFCM
1730
Dark Forest Capital Management
Puerto Rico
-$51K -80 Closed
CA
1731
Cornerstone Advisory
Maryland
-$48K -75 Closed
CFCI
1732
Comprehensive Financial Consultants Institutional
Indiana
-$28K -58 Closed
TSW
1733
Thompson Siegel & Walmsley
Virginia
-$37K -57 Closed
CCM
1734
Chilton Capital Management
Texas
-$23K -35 Closed
DWA
1735
Delos Wealth Advisors
Texas
-$21K -33 Closed
RK
1736
Rather & Kittrell
Tennessee
-$19K -30 Closed
RPCONE
1737
Retirement Planning Company of New England
Rhode Island
-$12K -19 Closed
EWM
1738
Edge Wealth Management
New York
-$10K -15 Closed
LF
1739
Lee Financial
Texas
-$7K -10 Closed
HNWA
1740
Henrickson Nauta Wealth Advisors
Michigan
-$4K -8 Closed
FCB
1741
First Command Bank
Texas
-$4K -7 Closed
FFG
1742
Ford Financial Group
California
-$4 -7 Closed
JIR
1743
James Investment Research
Ohio
-$5K -7 Closed
CSWM
1744
Cassady Schiller Wealth Management
Ohio
-$4K -6 Closed
HI
1745
Hudock Inc
Pennsylvania
-$4K -6 Closed
ACM
1746
Absolute Capital Management
Pennsylvania
-$3.22K -5 Closed
MP
1747
McDonald Partners
Ohio
-$3.22K -5 Closed
MWA
1748
Moser Wealth Advisors
Washington
-$2K -3 Closed
HCM
1749
Horrell Capital Management
Arkansas
-$1K -1 Closed
CHA
1750
Carmichael Hill & Associates
Maryland
+$512 +1 New

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.