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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
BFA
1401
Beaumont Financial Advisors
Massachusetts
$640K
AF
1402
Apexium Financial
Texas
$637K
TWG
1403
The Wealth Group
Minnesota
$632K
PWG
1404
Portside Wealth Group
Utah
$631K
TPA
1405
Trivium Point Advisory
Connecticut
$629K
AOWM
1406
Alpha Omega Wealth Management
Virginia
$628K
KGC
1407
Kennon-Green & Company
Ohio
$626K
CCFM
1408
Clear Creek Financial Management
Washington
$624K
CIAS
1409
Capital Investment Advisory Services
North Carolina
$621K
HIP
1410
HUB Investment Partners
Texas
$618K
AWM
1411
Ariadne Wealth Management
California
$617K
AFW
1412
Avantra Family Wealth
Pennsylvania
$614K
RCA
1413
Resonant Capital Advisors
Wisconsin
$612K
SEIA
1414
Signature Estate & Investment Advisors
California
$611K
WTB
1415
Washington Trust Bank
Washington
$611K
CCA
1416
Cobblestone Capital Advisors
New York
$610K
CCA
1417
Conestoga Capital Advisors
Pennsylvania
$610K
NAMNJ
1418
NorthStar Asset Management (New Jersey)
New Jersey
$610K
PPW
1419
Parcion Private Wealth
Washington
$610K
GS
1420
GWN Securities
Florida
$608K
KFP
1421
KMG Fiduciary Partners
Ohio
$607K
VFA
1422
Voya Financial Advisors
Connecticut
$607K
PCS
1423
Private Client Services
Kentucky
$607K
BWA
1424
BlueSky Wealth Advisors
North Carolina
$605K
AR
1425
Apeiron RIA
Texas
$604K