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Intuit

2,172 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, 876 increasing their positions, 704 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,172
Holders Change
+174
Holders Change %
+8.71%
% of All Funds
29.11%
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
876
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 %
IW
926
IronOak Wealth
Texas
$2.52M +$2.52M +3,198 New
HIIFS
927
Harel Insurance Investments & Financial Services
Israel
$2.52M +$1.25M +1,586 +99%
AIIMS
928
Analyst IMS Investment Management Services
Israel
$2.51M
RCM
929
RB Capital Management
Nevada
$2.51M +$58.3K +74 +2%
SWP
930
Strategic Wealth Partners
Ohio
$2.51M +$2.51M +3,184 New
NWAG
931
Net Worth Advisory Group
Utah
$2.5M -$3.15K -4 -0.1%
SW
932
SVB Wealth
Massachusetts
$2.48M +$2.48M +3,143 New
OF
933
Outfitter Financial
Maine
$2.46M -$4.73K -6 -0.2%
GM
934
GeoWealth Management
Illinois
$2.43M +$169K +214 +7%
SYBT
935
Stock Yards Bank & Trust
Kentucky
$2.43M -$243K -309 -9%
RWB
936
RMR Wealth Builders
New Jersey
$2.42M +$106K +135 +5%
SFS
937
Stiles Financial Services
Minnesota
$2.42M -$93K -118 -4%
MAM
938
Meeder Asset Management
Ohio
$2.41M -$15K -19 -0.6%
QI
939
Qtron Investments
Massachusetts
$2.41M
DBG
940
De Burlo Group
Massachusetts
$2.39M -$47.3K -60 -2%
PA
941
Pinnacle Associates
New York
$2.39M +$132K +168 +6%
IWC
942
Integrated Wealth Concepts
Massachusetts
$2.34M +$620K +787 +36%
CAG
943
Crestwood Advisors Group
Massachusetts
$2.32M +$289K +367 +14%
DWM
944
Darwin Wealth Management
Florida
$2.3M -$390K -495 -14%
MFS
945
Mattson Financial Services
Michigan
$2.3M -$506K -642 -18%
BAAM
946
Baker Avenue Asset Management
California
$2.27M +$1.95M +2,478 +616%
EHWM
947
Eads & Heald Wealth Management
Georgia
$2.26M -$1.58K -2 -0.1%
APG
948
Abacus Planning Group
South Carolina
$2.26M +$31.5K +40 +1%
DL
949
DOHJ LLC
Washington
$2.22M -$148K -248 -6%
CWP
950
Concord Wealth Partners
Virginia
$2.21M -$114K -145 -5%