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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 %
WFI
1301
West Family Investments
California
$768K +$402K +510 +110%
TWM
1302
TLW Wealth Management
Florida
$767K +$767K +974 New
TWM
1303
Tolleson Wealth Management
Texas
$763K
ALAM
1304
Asahi Life Asset Management
Japan
$758K +$323K +410 +74%
OFG
1305
Oxford Financial Group
Indiana
$758K +$131K +166 +21%
1CP
1306
17 Capital Partners
Arizona
$755K +$161K +205 +27%
PWMAG
1307
Pinnacle Wealth Management Advisory Group
New Jersey
$751K +$128K +163 +21%
CT
1308
Chicago Trust
Illinois
$751K +$61.4K +78 +9%
VFA
1309
Values First Advisors
Tennessee
$751K -$5.52K -7 -0.7%
WI
1310
WrapManager Inc
California
$747K +$4.73K +6 +0.6%
HFW
1311
Horizon Family Wealth
Illinois
$744K -$7.09K -9 -0.9%
COCM
1312
Charter Oak Capital Management
New Hampshire
$744K +$744K +944 New
TCM
1313
Traynor Capital Management
Pennsylvania
$737K -$780 -1 -0.1%
BIA
1314
Bell Investment Advisors
California
$736K +$7.88K +10 +1%
SMA
1315
Seven Mile Advisory
New Jersey
$735K +$11K +14 +2%
PW
1316
Paladin Wealth
Minnesota
$734K -$144K -183 -16%
UBG
1317
United Bank (Georgia)
Georgia
$734K +$734K +932 New
MAM
1318
MWA Asset Management
Massachusetts
$732K -$6.3K -8 -0.9%
GFP
1319
Gryphon Financial Partners
Ohio
$732K +$156K +198 +27%
FAM
1320
Formidable Asset Management
Ohio
$732K -$198K -252 -21%
MCM
1321
Manchester Capital Management
Vermont
$730K +$247K +314 +51%
FFA
1322
Founders Financial Alliance
North Carolina
$730K -$7.88K -10 -1%
CD
1323
Chapin Davis
Maryland
$729K
WA
1324
Wealthstar Advisors
Texas
$729K
SVWAG
1325
Sound View Wealth Advisors Group
Georgia
$728K +$148K +188 +26%