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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
APP
1226
Avantax Planning Partners
Iowa
$1M
WFPG
1227
Waller Financial Planning Group
Ohio
$1M
AWM
1228
Act Wealth Management
Texas
$996K
FF
1229
Friedenthal Financial
New Jersey
$996K
GSIAS
1230
Garden State Investment Advisory Services
New Jersey
$994K
NAS
1231
Nicolet Advisory Services
Wisconsin
$992K
HT
1232
Heritage Trust
Oklahoma
$992K
AA
1233
Ancora Advisors
Ohio
$977K
RWM
1234
Rockline Wealth Management
New York
$972K
LCWP
1235
Legacy Capital Wealth Partners
Arkansas
$972K
VCM
1236
Versant Capital Management
Arizona
$970K
CPA
1237
Cardiff Park Advisors
California
$963K
LAM
1238
L2 Asset Management
Massachusetts
$963K
AWM
1239
Accurate Wealth Management
Florida
$963K
SA
1240
Sovran Advisors
California
$961K
HWA
1241
Heritage Wealth Advisors
Virginia
$959K
NHT
1242
New Hampshire Trust
New Hampshire
$957K
ARMT
1243
Amica Retiree Medical Trust
Rhode Island
$955K
NSIM
1244
North Star Investment Management
Illinois
$953K
NFA
1245
Northern Financial Advisors
Michigan
$952K
IAN
1246
Integrated Advisors Network
Texas
$952K
BHBT
1247
Burke & Herbert Bank & Trust
Virginia
$949K
HWA
1248
HCR Wealth Advisors
California
$949K
HIA
1249
Harbor Investment Advisory
Maryland
$948K
ST
1250
Spinnaker Trust
Maine
$948K