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Intuit

2,171 hedge funds and large institutions have $187B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 305 funds opening new positions, 875 increasing their positions, 704 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,171
Holders Change
+173
Holders Change %
+8.66%
% of All Funds
29.1%
Holding in Top 10
94
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+38.24%
% of All Funds
1.26%
New
305
Increased
875
Reduced
704
Closed
96
Calls
$3.54B
Puts
$4.24B
Net Calls
-$698M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
WM
801
Whitford Management
New York
$3.84M +$3.84M +4,878 New
CWM
802
Compass Wealth Management
Connecticut
$3.84M
WF
803
Welch & Forbes
Massachusetts
$3.83M +$354K +450 +10%
KHCM
804
Kirtland Hills Capital Management
Ohio
$3.78M -$788 -1 -0%
IIM
805
Intact Investment Management
Quebec, Canada
$3.78M -$630K -800 -14%
HI
806
Harrington Investments
California
$3.78M
GP
807
Guardian Partners
Canada
$3.77M +$65.4K +85 +2%
IIM
808
Illumine Investment Management
Washington
$3.76M +$34.7K +44 +0.9%
PS
809
Principal Securities
Iowa
$3.69M -$2.05M -2,604 -36%
FCM
810
Fairbanks Capital Management
California
$3.68M -$78.8K -100 -2%
VWM
811
VCI Wealth Management
Missouri
$3.66M +$311K +395 +9%
NRD
812
Nebula Research & Development
New York
$3.65M +$3.65M +4,633 New
AC
813
Avestar Capital
New York
$3.63M +$402K +510 +12%
RW
814
RVW Wealth
California
$3.62M -$3.15K -4 -0.1%
BFO
815
Biltmore Family Office
North Carolina
$3.61M +$788 +1 +0%
ISWM
816
Independent Solutions Wealth Management
New York
$3.61M -$8.66K -11 -0.2%
CAAS
817
Capital Asset Advisory Services
Michigan
$3.59M -$145K -186 -4%
CCG
818
Chatham Capital Group
Georgia
$3.56M +$98.5K +125 +3%
PIMJS
819
PKO Investment Management Joint-Stock
Poland
$3.54M -$1.58M -2,000 -31%
CA
820
Clearstead Advisors
Ohio
$3.54M +$308K +391 +10%
CCA
821
Checchi Capital Advisers
California
$3.53M +$7.88K +10 +0.2%
CIC
822
Chilton Investment Company
Connecticut
$3.52M -$559K -710 -14%
ERSOT
823
Employees Retirement System of Texas
Texas
$3.52M +$3.52M +4,466 New
PWS
824
Peloton Wealth Strategists
Indiana
$3.51M +$37.8K +48 +1%
BIA
825
Baer Investment Advisory
California
$3.51M -$190K -249 -5%