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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 %
SWA
1251
Stratos Wealth Advisors
Ohio
$923K -$6.3K -8 -0.7%
CA
1252
CoreCap Advisors
Michigan
$922K +$629K +799 +215%
VHAM
1253
Van Hulzen Asset Management
California
$918K -$5.52K -7 -0.6%
CFP
1254
Catalyst Financial Partners
Massachusetts
$916K +$53.6K +68 +6%
CIC
1255
Carnegie Investment Counsel
Ohio
$915K -$7.88K -10 -0.9%
MFG
1256
Magnus Financial Group
New York
$914K +$1.58K +2 +0.2%
CWM
1257
Connecticut Wealth Management
Connecticut
$909K
NI
1258
Natural Investments
California
$892K +$188K +239 +27%
WCM
1259
Weaver Capital Management
Georgia
$888K +$11K +14 +1%
PCG
1260
PFC Capital Group
California
$886K -$118K -150 -12%
SIM
1261
Stratos Investment Management
Ohio
$885K +$571K +725 +182%
RMCM
1262
Reynders McVeigh Capital Management
Massachusetts
$884K +$788 +1 +0.1%
EB
1263
Eastern Bank
Massachusetts
$881K -$16.5K -21 -2%
PT
1264
Plimoth Trust
Massachusetts
$879K -$21.3K -27 -2%
VW
1265
Vance Wealth
California
$879K +$12.6K +16 +1%
BCG
1266
Breakwater Capital Group
New Jersey
$875K -$35.5K -45 -4%
1SB
1267
1ST Source Bank
Indiana
$854K
AT
1268
American Trust
Kentucky
$853K -$126K -160 -13%
MWM
1269
MorganRosel Wealth Management
Colorado
$851K +$140K +178 +20%
MA
1270
MONECO Advisors
Connecticut
$848K +$14.2K +18 +2%
ECA
1271
Elevated Capital Advisors
Utah
$844K
HIM
1272
Hanlon Investment Management
New Jersey
$844K +$844K +1,071 New
KWM
1273
KFG Wealth Management
Indiana
$836K +$37K +47 +5%
DO
1274
denkapparat Operations
Germany
$830K +$830K +1,054 New
PWS
1275
Precision Wealth Strategies
Missouri
$827K +$827K +1,050 New