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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
AWA
1001
Arkadios Wealth Advisors
Georgia
$1.91M
IIC
1002
Ironwood Investment Counsel
Arizona
$1.89M
AA
1003
ABC Arbitrage
France
$1.89M
MGIA
1004
Moneta Group Investment Advisors
Missouri
$1.89M
CNBTD
1005
Citizens National Bank Trust Department
Mississippi
$1.87M
CTA
1006
Chesley Taft & Associates
Illinois
$1.86M
MC
1007
Maverick Capital
Texas
$1.86M
CIG
1008
Cascade Investment Group
Colorado
$1.86M
CGL
1009
Clarius Group LLC
Washington
$1.85M
WANY
1010
Wealthspire Advisors (New York)
New York
$1.85M
DSC
1011
Duncker Streett & Co
Missouri
$1.85M
PAM
1012
Peak Asset Management
Colorado
$1.85M
VCM
1013
Virtue Capital Management
Tennessee
$1.85M
CA
1014
Commerzbank Aktiengesellschaft
Germany
$1.84M
PA
1015
Procyon Advisors
Connecticut
$1.84M
VA
1016
VestGen Advisors
Illinois
$1.83M
CIA
1017
Choate Investment Advisors
Massachusetts
$1.83M
PC
1018
Promus Capital
Illinois
$1.82M
QWP
1019
Quotient Wealth Partners
Texas
$1.82M
RFA
1020
ROI Financial Advisors
Oregon
$1.81M
EWM
1021
Empirical Wealth Management
Washington
$1.8M
QIM
1022
Quantitative Investment Management
Virginia
$1.8M
CPL
1023
Capital & Planning LLC
Georgia
$1.8M
AO
1024
Advisor OS
Illinois
$1.79M
SG
1025
StoneX Group
New York
$1.79M