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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
BB
1551
Berkshire Bank
Massachusetts
$471K
OLA
1552
Oliver Luxxe Assets
New Jersey
$469K
MIM
1553
Morningstar Investment Management
Illinois
$468K
PWM
1554
Pacific Wealth Management
California
$466K
FFO
1555
Fortitude Family Office
Arizona
$466K
LI
1556
LifeWealth Investments
Florida
$464K
SAG
1557
SageView Advisory Group
California
$463K
NERM
1558
New England Research & Management
Illinois
$462K
TCM
1559
Telos Capital Management
California
$461K
BWM
1560
BankPlus Wealth Management
Mississippi
$460K
GC
1561
Gilbert & Cook
Iowa
$459K
BB
1562
Busey Bank
Illinois
$459K
CMA
1563
Cedar Mountain Advisors
Oregon
$458K
PG
1564
Proffitt & Goodson
Tennessee
$457K
SIC
1565
Salem Investment Counselors
North Carolina
$456K
CCB
1566
Country Club Bank
Missouri
$456K
WAP
1567
Wealthcare Advisory Partners
Pennsylvania
$454K
OFS
1568
Orrstown Financial Services
Pennsylvania
$453K
LW
1569
Libra Wealth
California
$451K
WMA
1570
Wealth Management Associates
New Jersey
$450K
HFA
1571
High Falls Advisors
New York
$449K
VAM
1572
Verity Asset Management
North Carolina
$449K
AFG
1573
ABLE Financial Group
Arizona
$449K
BWM
1574
BlackDiamond Wealth Management
New York
$447K
BLAM
1575
Bourne Lent Asset Management
New York
$446K