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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 %
PWMG
1451
Prestige Wealth Management Group
New Jersey
$552K +$788 +1 +0.1%
CICI
1452
Capital Investment Counsel Inc
North Carolina
$551K
PK
1453
Pflug Koory
Nebraska
$551K
JGC
1454
J. Goldman & Co
New York
$551K +$551K +700 New
TI
1455
Truepoint Inc
Ohio
$551K -$26K -33 -5%
HAS
1456
HBW Advisory Services
California
$549K -$15.8K -20 -3%
TW
1457
Traveka Wealth
California
$547K +$788 +1 +0.1%
FIA
1458
Foundations Investment Advisors
Arizona
$546K +$129K +164 +31%
SW
1459
SMART Wealth
Nebraska
$546K +$546K +693 New
CG
1460
Cynosure Group
Utah
$545K -$8.66K -11 -2%
PWA
1461
Prairie Wealth Advisors
Nebraska
$545K
MCWA
1462
Meadow Creek Wealth Advisors
Georgia
$544K -$6.3K -8 -1%
TCPG
1463
Trivant Custom Portfolio Group
California
$543K
PGCM
1464
Prescott Group Capital Management
Oklahoma
$540K +$174K +221 +48%
GKFF
1465
George Kaiser Family Foundation
Oklahoma
$540K +$174K +221 +48%
VV
1466
Verity & Verity
South Carolina
$539K +$23.6K +30 +5%
3IP
1467
3Chopt Investment Partners
Virginia
$537K +$74.8K +95 +16%
SS
1468
SBI Securities
Japan
$535K -$20.5K -26 -4%
MYIA
1469
Mount Yale Investment Advisors
Colorado
$532K -$19.7K -25 -4%
SIA
1470
Soltis Investment Advisors
Utah
$532K +$91.4K +116 +21%
KCP
1471
Kera Capital Partners
California
$530K +$530K +673 New
KA
1472
Klingman & Associates
New York
$530K +$530K +673 New
PS
1473
Planned Solutions
California
$529K
AIA
1474
Accelerate Investment Advisors
California
$528K +$23.6K +30 +5%
WC
1475
Woodstock Corp
Massachusetts
$525K -$11.8K -15 -2%