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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
FAM
1176
Fulcrum Asset Management
United Kingdom
$1.18M
DWM
1177
Drive Wealth Management
Utah
$1.17M
VST
1178
Van Strum & Towne
California
$1.17M
IFWM
1179
Institute for Wealth Management
Colorado
$1.16M
RCA
1180
Roberts Capital Advisors
Colorado
$1.16M
AWS
1181
Atria Wealth Solutions
New York
$1.16M
ST
1182
Smithfield Trust
Pennsylvania
$1.16M
LFA
1183
Legacy Financial Advisors
Kentucky
$1.15M
NB
1184
NBT Bank
New York
$1.15M
LCGC
1185
Legacy Capital Group California
California
$1.15M
IAS
1186
Insigneo Advisory Services
Florida
$1.15M
WPP
1187
Whalerock Point Partners
Rhode Island
$1.15M
WAM
1188
Weatherly Asset Management
California
$1.14M
BCA
1189
Bay Colony Advisors
Massachusetts
$1.14M
FFBTD
1190
First Financial Bank - Trust Division
Ohio
$1.14M
CS
1191
Crescent Sterling
Louisiana
$1.12M
MCC
1192
Money Concepts Capital
Florida
$1.12M
EFS
1193
Essex Financial Services
Connecticut
$1.12M
Westfield Capital Management
1194
Westfield Capital Management
Massachusetts
$1.11M
ANTB
1195
AMG National Trust Bank
Colorado
$1.11M
GWA
1196
Gratus Wealth Advisors
Virginia
$1.1M
SDIC
1197
South Dakota Investment Council
South Dakota
$1.1M
RWPA
1198
Richard W. Paul & Associates
Michigan
$1.1M
MFIM
1199
Mesirow Financial Investment Management
Illinois
$1.09M
TCB
1200
Texas Capital Bancshares
Texas
$1.09M