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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 %
AWM
1351
Angeles Wealth Management
California
$685K +$208K +264 +44%
GLR
1352
Great Lakes Retirement
Ohio
$682K -$18.1K -23 -3%
CT
1353
Clearstead Trust
Maine
$679K +$12.6K +16 +2%
CPW
1354
Catalyst Private Wealth
California
$677K -$68.5K -87 -9%
RWP
1355
Revolve Wealth Partners
New Jersey
$677K +$26K +33 +4%
AGWCA
1356
Annis Gardner Whiting Capital Advisors
Florida
$676K +$85.9K +109 +15%
SS
1357
Sunbelt Securities
Texas
$676K +$170K +270 +34%
KIM
1358
Kestra Investment Management
Texas
$676K +$381K +535 +129%
TA
1359
TFB Advisors
Kansas
$674K +$1.58K +2 +0.2%
BWP
1360
Baldwin Wealth Partners
Massachusetts
$673K
MBTD
1361
Mechanics Bank - Trust Department
California
$673K -$39.4K -50 -6%
BRWA
1362
B. Riley Wealth Advisors
Florida
$671K +$671K +852 New
SM
1363
Sciencast Management
New Jersey
$669K +$669K +850 New
CCM
1364
Chilton Capital Management
Texas
$666K +$68.5K +87 +11%
VC
1365
Veery Capital
Delaware
$666K +$40.2K +51 +6%
PTC
1366
Private Trust Company
Ohio
$666K -$58.3K -74 -8%
FAIM
1367
Financial Advocates Investment Management
Washington
$664K -$375K -476 -36%
TBT
1368
Texas Bank & Trust
Texas
$664K +$35.4K +45 +6%
CBT
1369
CoreFirst Bank & Trust
Kansas
$662K
KA
1370
KDT Advisors
New York
$662K
MC
1371
Moors & Cabot
Massachusetts
$661K +$2.36K +3 +0.4%
AWM
1372
Aprio Wealth Management
Georgia
$658K +$213K +271 +48%
FFA
1373
Fortune Financial Advisors
Kansas
$656K +$5.52K +7 +0.8%
RS
1374
R Squared
Hong Kong
$654K +$654K +830 New
NG
1375
Novem Group
New York
$653K +$15.8K +20 +2%