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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
BOM
1351
Bank of Marin
California
$706K
SIM
1352
Sentry Investment Management
Wisconsin
$704K
PI
1353
PFG Investments
New York
$702K
CDDEC
1354
Caisse Des Depots Et Consignations
France
$702K
WHCI
1355
W.H. Cornerstone Investments
Massachusetts
$701K
KCM
1356
Kathmere Capital Management
Pennsylvania
$699K
CAG
1357
Csenge Advisory Group
Florida
$699K
SCP
1358
Sivia Capital Partners
California
$698K
IPGDR
1359
Investidor Profissional Gestao de Recursos
Brazil
$697K
TWP
1360
Triad Wealth Partners
Kansas
$696K
OFS
1361
OneAscent Financial Services
Alabama
$692K
BOC
1362
Bull Oak Capital
California
$692K
JWA
1363
JFS Wealth Advisors
Pennsylvania
$691K
AWM
1364
Angeles Wealth Management
California
$685K
GLR
1365
Great Lakes Retirement
Ohio
$682K
CT
1366
Clearstead Trust
Maine
$679K
CPW
1367
Catalyst Private Wealth
California
$677K
RWP
1368
Revolve Wealth Partners
New Jersey
$677K
AGWCA
1369
Annis Gardner Whiting Capital Advisors
Florida
$676K
SS
1370
Sunbelt Securities
Texas
$676K
KIM
1371
Kestra Investment Management
Texas
$676K
TA
1372
TFB Advisors
Kansas
$674K
BWP
1373
Baldwin Wealth Partners
Massachusetts
$673K
MBTD
1374
Mechanics Bank - Trust Department
California
$673K
BRWA
1375
B. Riley Wealth Advisors
Florida
$671K