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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
NDSI
1501
Newman Dignan & Sheerar Inc
Rhode Island
$512K
BIA
1502
Bigelow Investment Advisors
Maine
$512K
KWM
1503
Keebeck Wealth Management
Illinois
$512K
MAG
1504
M3 Advisory Group
Massachusetts
$511K
DE
1505
Diversified Enterprises
Delaware
$511K
TNB
1506
Thomasville National Bank
Georgia
$509K
WAG
1507
Winthrop Advisory Group
Massachusetts
$508K
CNB
1508
Camden National Bank
Maine
$506K
LWM
1509
Latko Wealth Management
Illinois
$506K
HFAS
1510
Hummer Financial Advisory Services
Illinois
$504K
SLT
1511
St Louis Trust
Missouri
$504K
RP
1512
Riverwater Partners
Wisconsin
$504K
BAM
1513
Belpointe Asset Management
Nevada
$503K
SFS
1514
Security Financial Services
Indiana
$502K
CFO
1515
CVA Family Office
Colorado
$501K
CAL
1516
Capital Advisors Ltd
Ohio
$500K
WA
1517
WP Advisors
California
$497K
SCA
1518
Southern Capital Advisors
Tennessee
$496K
JFGIW
1519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$495K
ILI
1520
Invesco LLC (Illinois)
Illinois
$494K
SIMG
1521
Sonora Investment Management Group
Arizona
$491K
VBFP
1522
Valtinson Bruner Financial Planning
Minnesota
$490K
CCWM
1523
Correct Capital Wealth Management
Missouri
$489K
CCA
1524
Catalyst Capital Advisors
New York
$489K
CM
1525
Cercano Management
Washington
$488K