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Intuit

2,185 hedge funds and large institutions have $188B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 879 increasing their positions, 706 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: 2,0032,185 (+182)

2.78% more ownership

Funds ownership: 82.68%85.46% (+2.8%)

16% less call options, than puts

Call options by funds: $3.54B | Put options by funds: $4.24B

Holders
2,185
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
IFWM
1176
Institute for Wealth Management
Colorado
$1.16M
RCA
1177
Roberts Capital Advisors
Colorado
$1.16M
AWS
1178
Atria Wealth Solutions
New York
$1.16M
ST
1179
Smithfield Trust
Pennsylvania
$1.16M
LFA
1180
Legacy Financial Advisors
Kentucky
$1.15M
NB
1181
NBT Bank
New York
$1.15M
LCGC
1182
Legacy Capital Group California
California
$1.15M
IAS
1183
Insigneo Advisory Services
Florida
$1.15M
WPP
1184
Whalerock Point Partners
Rhode Island
$1.15M
WAM
1185
Weatherly Asset Management
California
$1.14M
BCA
1186
Bay Colony Advisors
Massachusetts
$1.14M
FFBTD
1187
First Financial Bank - Trust Division
Ohio
$1.14M
CS
1188
Crescent Sterling
Louisiana
$1.12M
MCC
1189
Money Concepts Capital
Florida
$1.12M
EFS
1190
Essex Financial Services
Connecticut
$1.12M
Westfield Capital Management
1191
Westfield Capital Management
Massachusetts
$1.11M
ANTB
1192
AMG National Trust Bank
Colorado
$1.11M
GWA
1193
Gratus Wealth Advisors
Virginia
$1.1M
SDIC
1194
South Dakota Investment Council
South Dakota
$1.1M
RWPA
1195
Richard W. Paul & Associates
Michigan
$1.1M
MFIM
1196
Mesirow Financial Investment Management
Illinois
$1.09M
TCB
1197
Texas Capital Bancshares
Texas
$1.09M
PWP
1198
Principle Wealth Partners
Connecticut
$1.09M
WI
1199
WBI Investments
New Jersey
$1.08M
HSA
1200
HBK Sorce Advisory
Pennsylvania
$1.08M