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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 %
CBT
1476
Crews Bank & Trust
Florida
$524K
T
1477
Tidemark
California
$523K -$234K -297 -31%
OCM
1478
One Capital Management
California
$522K +$202K +257 +63%
IIC
1479
Integrated Investment Consultants
Michigan
$519K -$11.8K -15 -2%
AWA
1480
Alta Wealth Advisors
Massachusetts
$519K +$132K +167 +34%
LWL
1481
Leo Wealth LLC
Texas
$517K +$249K +316 +93%
OC
1482
Oakworth Capital
Alabama
$515K -$164K -208 -24%
SPC
1483
Sigma Planning Corp
Michigan
$514K -$18.1K -23 -3%
PC
1484
Permanens Capital
New York
$513K +$115K +146 +29%
PIA
1485
Perennial Investment Advisors
California
$512K +$44.9K +57 +10%
NDSI
1486
Newman Dignan & Sheerar Inc
Rhode Island
$512K +$7.88K +10 +2%
BIA
1487
Bigelow Investment Advisors
Maine
$512K +$25.2K +32 +5%
KWM
1488
Keebeck Wealth Management
Illinois
$512K +$154K +195 +43%
MAG
1489
M3 Advisory Group
Massachusetts
$511K -$37.8K -48 -7%
DE
1490
Diversified Enterprises
Delaware
$511K +$13.4K +17 +3%
TNB
1491
Thomasville National Bank
Georgia
$509K
WAG
1492
Winthrop Advisory Group
Massachusetts
$508K
CNB
1493
Camden National Bank
Maine
$506K +$39.4K +50 +8%
LWM
1494
Latko Wealth Management
Illinois
$506K +$788 +1 +0.2%
SLT
1495
St Louis Trust
Missouri
$504K
HFAS
1496
Hummer Financial Advisory Services
Illinois
$504K
RP
1497
Riverwater Partners
Wisconsin
$504K +$20.5K +26 +4%
BAM
1498
Belpointe Asset Management
Nevada
$503K +$38.6K +49 +8%
SFS
1499
Security Financial Services
Indiana
$502K +$53.6K +68 +12%
CFO
1500
CVA Family Office
Colorado
$501K +$16.5K +21 +3%