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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
SF
1076
Symphony Financial
Texas
$1.55M
TPI
1077
Trust Point Inc
Wisconsin
$1.55M
MFS
1078
Mirabella Financial Services
United Kingdom
$1.55M
PAI
1079
Pittenger & Anderson Inc
Nebraska
$1.55M
MPWT
1080
MassMutual Private Wealth & Trust
Connecticut
$1.55M
NPT
1081
Nixon Peabody Trust
Massachusetts
$1.54M
CPC
1082
Cookson Peirce & Co
Pennsylvania
$1.54M
SFS
1083
Sowell Financial Services
Arkansas
$1.52M
MA
1084
Mutual Advisors
Nebraska
$1.52M
FCP
1085
Fidelis Capital Partners
Florida
$1.52M
BWP
1086
BSW Wealth Partners
Colorado
$1.51M
GDP
1087
Great Diamond Partners
Maine
$1.51M
ZF
1088
Zhang Financial
Michigan
$1.51M
BOC
1089
Barbara Oil Co
Illinois
$1.5M
CL
1090
CVFG LLC
Indiana
$1.49M
OPA
1091
Old Port Advisors
Maine
$1.49M
JMFC
1092
J.M. Forbes & Co
Massachusetts
$1.48M
RAM
1093
Ramirez Asset Management
New York
$1.48M
SRL
1094
Scientech Research LLC
New Jersey
$1.48M
AWA
1095
Arete Wealth Advisors
Illinois
$1.48M
PWPS
1096
Pinnacle Wealth Planning Services
Ohio
$1.47M
PWP
1097
Precedent Wealth Partners
Texas
$1.46M
GWS
1098
Greykasell Wealth Strategies
California
$1.46M
BPCE
1099
Bank Pictet & Cie (Europe)
Germany
$1.46M
SIA
1100
Schear Investment Advisers
Ohio
$1.45M