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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
PL
1301
Plancorp LLC
Missouri
$794K
PDL
1302
Portfolio Design Labs
California
$793K
RC
1303
RBF Capital
California
$788K
C
1304
Certuity
Florida
$786K
GBT
1305
Grove Bank & Trust
Florida
$783K
TIA
1306
Tiemann Investment Advisors
California
$782K
PCTC
1307
Perkins Coie Trust Company
Washington
$781K
PWM
1308
Prosperity Wealth Management
California
$777K
BC
1309
Bayforest Capital
United Kingdom
$777K
AWM
1310
Avior Wealth Management
Nebraska
$774K
EDRH
1311
Edmond de Rothschild Holding
Switzerland
$774K
EWM
1312
Evercore Wealth Management
New York
$771K
BPC
1313
Bryce Point Capital
New York
$770K
WFI
1314
West Family Investments
California
$768K
TWM
1315
TLW Wealth Management
Florida
$767K
TWM
1316
Tolleson Wealth Management
Texas
$763K
ALAM
1317
Asahi Life Asset Management
Japan
$758K
OFG
1318
Oxford Financial Group
Indiana
$758K
1CP
1319
17 Capital Partners
Arizona
$755K
PWMAG
1320
Pinnacle Wealth Management Advisory Group
New Jersey
$751K
CT
1321
Chicago Trust
Illinois
$751K
VFA
1322
Values First Advisors
Tennessee
$751K
WI
1323
WrapManager Inc
California
$747K
HFW
1324
Horizon Family Wealth
Illinois
$744K
COCM
1325
Charter Oak Capital Management
New Hampshire
$744K