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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
TCM
1326
Traynor Capital Management
Pennsylvania
$737K
MWM
1327
Modern Wealth Management
Kansas
$737K
BIA
1328
Bell Investment Advisors
California
$736K
SMA
1329
Seven Mile Advisory
New Jersey
$735K
PW
1330
Paladin Wealth
Minnesota
$734K
UBG
1331
United Bank (Georgia)
Georgia
$734K
MAM
1332
MWA Asset Management
Massachusetts
$732K
GFP
1333
Gryphon Financial Partners
Ohio
$732K
FAM
1334
Formidable Asset Management
Ohio
$732K
MCM
1335
Manchester Capital Management
Vermont
$730K
FFA
1336
Founders Financial Alliance
North Carolina
$730K
CD
1337
Chapin Davis
Maryland
$729K
WA
1338
Wealthstar Advisors
Texas
$729K
SVWAG
1339
Sound View Wealth Advisors Group
Georgia
$728K
EA
1340
Everpar Advisors
Oklahoma
$727K
PFG
1341
PAX Financial Group
Texas
$726K
SIA
1342
SGL Investment Advisors
Montana
$726K
EWA
1343
Exencial Wealth Advisors
Oklahoma
$719K
GS
1344
GTS Securities
New York
$716K
MFA
1345
Mayflower Financial Advisors
Massachusetts
$714K
GGI
1346
Godsey & Gibb Inc
Virginia
$713K
SL
1347
Summitry LLC
California
$713K
BDFN
1348
Bond & Devick Financial Network
Minnesota
$712K
SACTSONJ
1349
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$709K
SAA
1350
Southeast Asset Advisors
Georgia
$707K