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Intuit

2,192 hedge funds and large institutions have $188B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 309 funds opening new positions, 882 increasing their positions, 708 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

9% more funds holding

Funds holding: 2,0092,192 (+183)

2.8% more ownership

Funds ownership: 82.76%85.56% (+2.8%)

16% less call options, than puts

Call options by funds: $3.54B | Put options by funds: $4.24B

Holders
2,192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.54B
Puts
$4.24B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
901
Ledyard National Bank
$2.71M
GIA
902
Gateway Investment Advisers
Ohio
$2.71M
DAS
903
Diversify Advisory Services
Utah
$2.7M
BFG
904
Berger Financial Group
Minnesota
$2.69M
BTW
905
Boston Trust Walden
Massachusetts
$2.69M
SAI
906
Savvy Advisors Inc
New York
$2.68M
FBC
907
Fairfield, Bush & Co
Connecticut
$2.68M
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
$2.67M
NW
909
Naviter Wealth
Arkansas
$2.67M
HA
910
Herold Advisors
New York
$2.66M
IF
911
Ironwood Financial
Arizona
$2.66M
EFG
912
Everhart Financial Group
Ohio
$2.66M
IFU
913
iSAM Funds (UK)
United Kingdom
$2.66M
UF
914
Univest Financial
Pennsylvania
$2.65M
CCM
915
Conway Capital Management
California
$2.64M
EIP
916
Ellis Investment Partners
Pennsylvania
$2.63M
VA
917
Valmark Advisers
Ohio
$2.62M
OIA
918
OneDigital Investment Advisors
Kansas
$2.62M
LAM
919
LECAP Asset Management
United Kingdom
$2.61M
GCC
920
Game Creek Capital
Massachusetts
$2.6M
FPAS
921
Focus Partners Advisor Solutions
Missouri
$2.6M
TFP
922
Tilia Fiduciary Partners
North Carolina
$2.59M
CYG
923
Clean Yield Group
Vermont
$2.59M
HS
924
HighVista Strategies
Massachusetts
$2.57M
IWS
925
Insight Wealth Strategies
California
$2.57M