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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
NFG
1451
Nations Financial Group
Iowa
$571K
OWP
1452
Obermeyer Wealth Partners
Colorado
$570K
OL
1453
OneFund LLC
Florida
$569K
FSA
1454
Fort Sheridan Advisors
Illinois
$569K
WAG
1455
Wallace Advisory Group
California
$565K
MSR
1456
Main Street Research
Connecticut
$563K
CAM
1457
Costello Asset Management
Pennsylvania
$562K
IAIM
1458
International Assets Investment Management
Florida
$561K
BG
1459
Bahl & Gaynor
Ohio
$560K
SPWG
1460
Sage Private Wealth Group
Illinois
$558K
EL
1461
EWA LLC
Pennsylvania
$558K
ICP
1462
Interchange Capital Partners
Pennsylvania
$556K
FA
1463
Faithward Advisors
Pennsylvania
$554K
USB
1464
Union Savings Bank
Connecticut
$554K
LB
1465
Legacy Bridge
Iowa
$553K
PWMG
1466
Prestige Wealth Management Group
New Jersey
$552K
PK
1467
Pflug Koory
Nebraska
$551K
CICI
1468
Capital Investment Counsel Inc
North Carolina
$551K
JGC
1469
J. Goldman & Co
New York
$551K
TI
1470
Truepoint Inc
Ohio
$551K
HAS
1471
HBW Advisory Services
California
$549K
TW
1472
Traveka Wealth
California
$547K
FIA
1473
Foundations Investment Advisors
Arizona
$546K
SW
1474
SMART Wealth
Nebraska
$546K
CG
1475
Cynosure Group
Utah
$545K