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Intuit

2,171 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, 875 increasing their positions, 704 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,171
Holders Change
+173
Holders Change %
+8.66%
% of All Funds
29.1%
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
875
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 %
SFG
1626
Synergy Financial Group
California
$367K -$3.15K -4 -0.9%
TWM
1627
Tanager Wealth Management
United Kingdom
$366K +$1.58K +2 +0.4%
LOPW
1628
Live Oak Private Wealth
North Carolina
$366K +$15.8K +20 +4%
TCOT
1629
Trust Company of Toledo
Ohio
$365K +$365K +464 New
KFS
1630
Kurt F. Somerville
$362K -$55.1K -70 -13%
EWS
1631
Eagle Wealth Strategies
New Jersey
$362K -$1.58K -2 -0.4%
VAF
1632
Values Added Financial
District of Columbia
$362K +$34.7K +44 +11%
SPWM
1633
Spartan Planning & Wealth Management
North Carolina
$362K +$362K +459 New
KPWG
1634
KFA Private Wealth Group
Virginia
$361K
GFA
1635
Grunden Financial Advisory
Texas
$361K -$28.4K -36 -7%
JC
1636
JB Capital
Connecticut
$360K +$788 +1 +0.2%
WC
1637
Wynn Capital
Georgia
$358K -$3.94K -5 -1%
LF
1638
LifeSteps Financial
California
$358K
SAM
1639
SP Asset Management
California
$357K +$7.09K +9 +2%
CAC
1640
Certified Advisory Corp
Florida
$357K +$3.94K +5 +1%
FFO
1641
Fiduciary Family Office
Florida
$356K -$214K -272 -38%
M1FG
1642
Mach-1 Financial Group
Arkansas
$356K +$356K +452 New
EFP
1643
Elser Financial Planning
Indiana
$356K +$16.6K +21 +5%
SRC
1644
Sage Rhino Capital
California
$355K -$3.94K -5 -1%
BF
1645
Brooklyn FI
New York
$355K -$149K -189 -30%
PCA
1646
Purkiss Capital Advisors
Connecticut
$355K +$7.88K +10 +2%
AG
1647
AlTi Global
New York
$355K +$355K +456 New
MAA
1648
Matrix Asset Advisors
New York
$354K
MFA
1649
McClarren Financial Advisors
Pennsylvania
$354K +$354K +450 New
CAL
1650
Capital Analysts LLC
Pennsylvania
$354K