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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 %
RDWM
1276
Red Door Wealth Management
Tennessee
$827K +$827K +1,050 New
SHFA
1277
SS&H Financial Advisors
Michigan
$824K -$108K -137 -12%
BCM
1278
Barden Capital Management
Texas
$824K +$824K +1,046 New
VCA
1279
Verdence Capital Advisors
Maryland
$822K +$16.5K +21 +2%
FAN
1280
Financial Advisors Network
California
$820K +$60.7K +77 +8%
HBT
1281
Hills Bank & Trust
Iowa
$816K +$69.3K +88 +9%
WBG
1282
Wharton Business Group
Pennsylvania
$815K
CWG
1283
Cornerstone Wealth Group
North Carolina
$814K +$148K +188 +22%
LA
1284
LVW Advisors
New York
$810K +$265K +336 +49%
CPWA
1285
Cerro Pacific Wealth Advisors
California
$809K -$96.1K -122 -11%
FNT
1286
First National Trust
Pennsylvania
$807K -$11K -14 -1%
PSP
1287
Principal Street Partners
Tennessee
$797K +$446K +566 +127%
PL
1288
Plancorp LLC
Missouri
$794K +$85.9K +109 +12%
PDL
1289
Portfolio Design Labs
California
$793K +$482K +612 +155%
RC
1290
RBF Capital
California
$788K
C
1291
Certuity
Florida
$786K +$187K +238 +31%
GBT
1292
Grove Bank & Trust
Florida
$783K +$14.2K +18 +2%
TIA
1293
Tiemann Investment Advisors
California
$782K +$13.4K +17 +2%
PCTC
1294
Perkins Coie Trust Company
Washington
$781K -$788 -1 -0.1%
PWM
1295
Prosperity Wealth Management
California
$777K +$777K +987 New
BC
1296
Bayforest Capital
United Kingdom
$777K +$777K +987 New
AWM
1297
Avior Wealth Management
Nebraska
$774K -$112K -142 -13%
EDRH
1298
Edmond de Rothschild Holding
Switzerland
$774K
EWM
1299
Evercore Wealth Management
New York
$771K
BPC
1300
Bryce Point Capital
New York
$770K -$210K -266 -21%