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Intuit

2,185 hedge funds and large institutions have $188B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 879 increasing their positions, 706 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: 2,0032,185 (+182)

2.78% more ownership

Funds ownership: 82.68%85.46% (+2.8%)

16% less call options, than puts

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

Holders
2,185
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
CAM
926
Congress Asset Management
Massachusetts
$2.54M
DWM
927
Dynasty Wealth Management
Florida
$2.54M
TAM
928
Trust Asset Management
Texas
$2.54M
SWMG
929
Signature Wealth Management Group
Georgia
$2.54M
MU
930
Mirova US
Massachusetts
$2.53M
CSC
931
Caldwell Sutter Capital
California
$2.52M
IW
932
IronOak Wealth
Texas
$2.52M
HIIFS
933
Harel Insurance Investments & Financial Services
Israel
$2.52M
AIIMS
934
Analyst IMS Investment Management Services
Israel
$2.51M
RCM
935
RB Capital Management
Nevada
$2.51M
SWP
936
Strategic Wealth Partners
Ohio
$2.51M
NWAG
937
Net Worth Advisory Group
Utah
$2.5M
SW
938
SVB Wealth
Massachusetts
$2.48M
OF
939
Outfitter Financial
Maine
$2.46M
GM
940
GeoWealth Management
Illinois
$2.43M
SYBT
941
Stock Yards Bank & Trust
Kentucky
$2.43M
RWB
942
RMR Wealth Builders
New Jersey
$2.42M
SFS
943
Stiles Financial Services
Minnesota
$2.42M
MAM
944
Meeder Asset Management
Ohio
$2.41M
QI
945
Qtron Investments
Massachusetts
$2.41M
DBG
946
De Burlo Group
Massachusetts
$2.39M
PA
947
Pinnacle Associates
New York
$2.39M
MSE
948
MUFG Securities EMEA
United Kingdom
$2.38M
IWC
949
Integrated Wealth Concepts
Massachusetts
$2.34M
CAG
950
Crestwood Advisors Group
Massachusetts
$2.32M