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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
CPL
1026
Capital & Planning LLC
Georgia
$1.8M
AO
1027
Advisor OS
Illinois
$1.79M
SG
1028
StoneX Group
New York
$1.79M
CLOS
1029
Compagnie Lombard Odier SCmA
Switzerland
$1.78M
WIA
1030
World Investment Advisors
California
$1.78M
FFN
1031
Focus Financial Network
Minnesota
$1.78M
BP
1032
BNP Paribas
France
$1.77M
PPWP
1033
Premier Path Wealth Partners
New Jersey
$1.76M
CPA
1034
Capital Planning Advisors
California
$1.76M
AT
1035
Arlington Trust
Alabama
$1.76M
NG
1036
Norden Group
Utah
$1.76M
SFFS
1037
Stonehage Fleming Financial Services
Jersey
$1.75M
QC
1038
Quent Capital
New York
$1.74M
TCA
1039
Transcend Capital Advisors
New Jersey
$1.73M
SSWM
1040
Smith Salley Wealth Management
North Carolina
$1.73M
MCM
1041
McRae Capital Management
New Jersey
$1.72M
CF
1042
Convergence Financial
Missouri
$1.71M
AFT
1043
Alpha Family Trust
California
$1.69M
AG
1044
Ascent Group
Virginia
$1.68M
WA
1045
Wealth Alliance
New York
$1.67M
EH
1046
Equitable Holdings
New York
$1.67M
ADL
1047
Asset Dedication LLC
California
$1.67M
CIA
1048
Capital Investment Advisors
Georgia
$1.65M
AWA
1049
Aaron Wealth Advisors
Illinois
$1.63M
BCM
1050
Brookstone Capital Management
Illinois
$1.63M