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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 %
KIC
1101
Kensington Investment Counsel
California
$1.38M +$4.73K +6 +0.3%
MPIAL
1102
Milestones Private Investment Advisors LLC
New York
$1.38M +$1.38M +1,748 New
BFA
1103
Brown Financial Advisors
Ohio
$1.37M -$343K -436 -20%
CPW
1104
Cove Private Wealth
New York
$1.37M
TWM
1105
Thrive Wealth Management
Pennsylvania
$1.37M -$57.5K -73 -4%
KOC
1106
Koss-Olinger Consulting
Florida
$1.36M +$788 +1 +0.1%
SC
1107
Stance Capital
Massachusetts
$1.36M +$1.36M +1,728 New
LFAS
1108
Level Four Advisory Services
Texas
$1.36M +$67.8K +86 +5%
MA
1109
MJP Associates
Connecticut
$1.36M -$119K -151 -8%
IQI
1110
Integrated Quantitative Investments
Washington
$1.35M +$1.35M +1,717 New
LT
1111
Legacy Trust
Michigan
$1.35M
FCH
1112
Freestone Capital Holdings
Washington
$1.35M -$573K -727 -30%
CB
1113
CNB Bank
Pennsylvania
$1.34M -$81.1K -103 -6%
BA
1114
Bridgewater Advisors
New York
$1.34M +$33.9K +42 +3%
SIG
1115
Sargent Investment Group
Maryland
$1.34M -$98.2K -126 -7%
MAM
1116
Madison Asset Management
Wisconsin
$1.33M -$37K -47 -3%
PP
1117
PDS Planning
Ohio
$1.33M +$252K +320 +23%
RSC
1118
Red Spruce Capital
Pennsylvania
$1.32M -$8.66K -11 -0.7%
PL
1119
Parthenon LLC
Kentucky
$1.32M
MLL
1120
Moody Lynn & Lieberson
Massachusetts
$1.32M +$11.8K +15 +0.9%
SMA
1121
Sage Mountain Advisors
Georgia
$1.32M +$131K +166 +11%
BHPW
1122
Beverly Hills Private Wealth
California
$1.31M +$83.5K +106 +7%
BFO
1123
Boston Family Office
Massachusetts
$1.31M -$3.15K -4 -0.2%
BTI
1124
Blue Trust Inc
Georgia
$1.31M +$802K +1,019 +157%
RCG
1125
Regatta Capital Group
California
$1.31M +$37K +47 +3%