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Intuit

2,173 hedge funds and large institutions have $187B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 306 funds opening new positions, 876 increasing their positions, 704 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+175
Holders Change %
+8.76%
% of All Funds
29.12%
Holding in Top 10
94
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+38.24%
% of All Funds
1.26%
New
306
Increased
876
Reduced
704
Closed
96
Calls
$3.54B
Puts
$4.24B
Net Calls
-$698M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
1076
BSW Wealth Partners
Colorado
$1.51M +$8.66K +11 +0.6%
GDP
1077
Great Diamond Partners
Maine
$1.51M +$1.23M +1,563 +442%
ZF
1078
Zhang Financial
Michigan
$1.51M +$106K +135 +8%
BOC
1079
Barbara Oil Co
Illinois
$1.5M
CL
1080
CVFG LLC
Indiana
$1.49M -$33.1K -42 -2%
OPA
1081
Old Port Advisors
Maine
$1.49M -$26.8K -34 -2%
JMFC
1082
J.M. Forbes & Co
Massachusetts
$1.48M -$140K -178 -9%
RAM
1083
Ramirez Asset Management
New York
$1.48M
SRL
1084
Scientech Research LLC
New Jersey
$1.48M +$1.48M +1,876 New
AWA
1085
Arete Wealth Advisors
Illinois
$1.48M +$702K +891 +91%
PWPS
1086
Pinnacle Wealth Planning Services
Ohio
$1.47M +$26K +33 +2%
PWP
1087
Precedent Wealth Partners
Texas
$1.46M +$294K +373 +25%
GWS
1088
Greykasell Wealth Strategies
California
$1.46M -$14.2K -18 -1%
BPCE
1089
Bank Pictet & Cie (Europe)
Germany
$1.46M -$14.2K -18 -1%
SIA
1090
Schear Investment Advisers
Ohio
$1.45M -$61.4K -78 -4%
WAM
1091
Worth Asset Management
Texas
$1.42M +$1.42M +1,802 New
PCP
1092
Proficio Capital Partners
Massachusetts
$1.41M +$119K +151 +9%
EI
1093
Ellevest Inc
New York
$1.41M +$58.3K +74 +4%
GAM
1094
Groupama Asset Management
France
$1.41M -$2.74M -3,526 -66%
QWM
1095
Quadcap Wealth Management
Texas
$1.4M +$177K +225 +14%
SFC
1096
SYM Financial Corp
Indiana
$1.4M -$17.3K -22 -1%
FA
1097
Fiduciary Alliance
South Carolina
$1.4M +$174K +221 +14%
SP
1098
Stablepoint Partners
Massachusetts
$1.4M -$768K -975 -35%
VCM
1099
Verde Capital Management
Michigan
$1.39M +$103K +131 +8%
CFG
1100
Cooper Financial Group
California
$1.39M -$208K -264 -13%