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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
DWM
951
Darwin Wealth Management
Florida
$2.3M
MFS
952
Mattson Financial Services
Michigan
$2.3M
BAAM
953
Baker Avenue Asset Management
California
$2.27M
EHWM
954
Eads & Heald Wealth Management
Georgia
$2.26M
APG
955
Abacus Planning Group
South Carolina
$2.26M
DL
956
DOHJ LLC
Washington
$2.22M
CWP
957
Concord Wealth Partners
Virginia
$2.21M
CAMV
958
Concord Asset Management (Virginia)
Virginia
$2.21M
ZI
959
ZEGA Investments
Florida
$2.21M
OIS
960
Okabena Investment Services
Minnesota
$2.21M
JSA
961
Jacobson & Schmitt Advisors
Wisconsin
$2.19M
SAM
962
Sompo Asset Management
Japan
$2.18M
CA
963
Cullinan Associates
Kentucky
$2.18M
FWA
964
FSM Wealth Advisors
Ohio
$2.17M
EP
965
Edgestream Partners
New Jersey
$2.17M
ATC
966
Argent Trust Co
Tennessee
$2.17M
FNFDCM
967
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.16M
MC
968
MIG Capital
California
$2.15M
MG
969
Markel Group
Virginia
$2.14M
CP
970
CenterBook Partners
Connecticut
$2.13M
IWA
971
Icon Wealth Advisors
Texas
$2.13M
MAWA
972
Moss Adams Wealth Advisors
Washington
$2.12M
CI
973
Cigna Investments
Connecticut
$2.12M
DWT
974
Dorsey & Whitney Trust
South Dakota
$2.11M
NCM
975
Novare Capital Management
North Carolina
$2.1M