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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
PWA
1476
Prairie Wealth Advisors
Nebraska
$545K
MCWA
1477
Meadow Creek Wealth Advisors
Georgia
$544K
TCPG
1478
Trivant Custom Portfolio Group
California
$543K
GKFF
1479
George Kaiser Family Foundation
Oklahoma
$540K
PGCM
1480
Prescott Group Capital Management
Oklahoma
$540K
VV
1481
Verity & Verity
South Carolina
$539K
3IP
1482
3Chopt Investment Partners
Virginia
$537K
SS
1483
SBI Securities
Japan
$535K
MYIA
1484
Mount Yale Investment Advisors
Colorado
$532K
SIA
1485
Soltis Investment Advisors
Utah
$532K
KCP
1486
Kera Capital Partners
California
$530K
KA
1487
Klingman & Associates
New York
$530K
PS
1488
Planned Solutions
California
$529K
AIA
1489
Accelerate Investment Advisors
California
$528K
WC
1490
Woodstock Corp
Massachusetts
$525K
CBT
1491
Crews Bank & Trust
Florida
$524K
T
1492
Tidemark
California
$523K
OCM
1493
One Capital Management
California
$522K
IIC
1494
Integrated Investment Consultants
Michigan
$519K
AWA
1495
Alta Wealth Advisors
Massachusetts
$519K
LWL
1496
Leo Wealth LLC
Texas
$517K
OC
1497
Oakworth Capital
Alabama
$515K
SPC
1498
Sigma Planning Corp
Michigan
$514K
PC
1499
Permanens Capital
New York
$513K
PIA
1500
Perennial Investment Advisors
California
$512K