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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
AC
926
AlphaCore Capital
California
$2.55M
GAG
927
GM Advisory Group
New York
$2.54M
MYLI
928
Meiji Yasuda Life Insurance
Japan
$2.54M
CAM
929
Congress Asset Management
Massachusetts
$2.54M
DWM
930
Dynasty Wealth Management
Florida
$2.54M
TAM
931
Trust Asset Management
Texas
$2.54M
SWMG
932
Signature Wealth Management Group
Georgia
$2.54M
MU
933
Mirova US
Massachusetts
$2.53M
CSC
934
Caldwell Sutter Capital
California
$2.52M
IW
935
IronOak Wealth
Texas
$2.52M
HIIFS
936
Harel Insurance Investments & Financial Services
Israel
$2.52M
AIIMS
937
Analyst IMS Investment Management Services
Israel
$2.51M
RCM
938
RB Capital Management
Nevada
$2.51M
SWP
939
Strategic Wealth Partners
Ohio
$2.51M
NWAG
940
Net Worth Advisory Group
Utah
$2.5M
SW
941
SVB Wealth
Massachusetts
$2.48M
OF
942
Outfitter Financial
Maine
$2.46M
GM
943
GeoWealth Management
Illinois
$2.43M
SYBT
944
Stock Yards Bank & Trust
Kentucky
$2.43M
RWB
945
RMR Wealth Builders
New Jersey
$2.42M
SFS
946
Stiles Financial Services
Minnesota
$2.42M
MAM
947
Meeder Asset Management
Ohio
$2.41M
QI
948
Qtron Investments
Massachusetts
$2.41M
DBG
949
De Burlo Group
Massachusetts
$2.39M
PA
950
Pinnacle Associates
New York
$2.39M