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Intuit

2,172 hedge funds and large institutions have $187B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 305 funds opening new positions, 876 increasing their positions, 704 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,172
Holders Change
+174
Holders Change %
+8.71%
% of All Funds
29.11%
Holding in Top 10
94
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+38.24%
% of All Funds
1.26%
New
305
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 %
T
1476
Tidemark
California
$523K -$234K -297 -31%
OCM
1477
One Capital Management
California
$522K +$202K +257 +63%
IIC
1478
Integrated Investment Consultants
Michigan
$519K -$11.8K -15 -2%
AWA
1479
Alta Wealth Advisors
Massachusetts
$519K +$132K +167 +34%
LWL
1480
Leo Wealth LLC
Texas
$517K +$249K +316 +93%
OC
1481
Oakworth Capital
Alabama
$515K -$164K -208 -24%
SPC
1482
Sigma Planning Corp
Michigan
$514K -$18.1K -23 -3%
PC
1483
Permanens Capital
New York
$513K +$115K +146 +29%
PIA
1484
Perennial Investment Advisors
California
$512K +$44.9K +57 +10%
NDSI
1485
Newman Dignan & Sheerar Inc
Rhode Island
$512K +$7.88K +10 +2%
BIA
1486
Bigelow Investment Advisors
Maine
$512K +$25.2K +32 +5%
KWM
1487
Keebeck Wealth Management
Illinois
$512K +$154K +195 +43%
MAG
1488
M3 Advisory Group
Massachusetts
$511K -$37.8K -48 -7%
DE
1489
Diversified Enterprises
Delaware
$511K +$13.4K +17 +3%
TNB
1490
Thomasville National Bank
Georgia
$509K
WAG
1491
Winthrop Advisory Group
Massachusetts
$508K
CNB
1492
Camden National Bank
Maine
$506K +$39.4K +50 +8%
LWM
1493
Latko Wealth Management
Illinois
$506K +$788 +1 +0.2%
SLT
1494
St Louis Trust
Missouri
$504K
HFAS
1495
Hummer Financial Advisory Services
Illinois
$504K
RP
1496
Riverwater Partners
Wisconsin
$504K +$20.5K +26 +4%
BAM
1497
Belpointe Asset Management
Nevada
$503K +$38.6K +49 +8%
SFS
1498
Security Financial Services
Indiana
$502K +$53.6K +68 +12%
CFO
1499
CVA Family Office
Colorado
$501K +$16.5K +21 +3%
CAL
1500
Capital Advisors Ltd
Ohio
$500K -$33.9K -43 -6%