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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 %
FFA
1626
Florida Financial Advisors
Florida
$370K +$40.2K +51 +12%
ICP
1627
Impact Capital Partners
Colorado
$370K +$25.2K +32 +7%
SFG
1628
Synergy Financial Group
California
$367K -$3.15K -4 -0.9%
TWM
1629
Tanager Wealth Management
United Kingdom
$366K +$1.58K +2 +0.4%
LOPW
1630
Live Oak Private Wealth
North Carolina
$366K +$15.8K +20 +4%
TCOT
1631
Trust Company of Toledo
Ohio
$365K +$365K +464 New
KFS
1632
Kurt F. Somerville
$362K -$55.1K -70 -13%
EWS
1633
Eagle Wealth Strategies
New Jersey
$362K -$1.58K -2 -0.4%
VAF
1634
Values Added Financial
District of Columbia
$362K +$34.7K +44 +11%
SPWM
1635
Spartan Planning & Wealth Management
North Carolina
$362K +$362K +459 New
KPWG
1636
KFA Private Wealth Group
Virginia
$361K
GFA
1637
Grunden Financial Advisory
Texas
$361K -$28.4K -36 -7%
JC
1638
JB Capital
Connecticut
$360K +$788 +1 +0.2%
WC
1639
Wynn Capital
Georgia
$358K -$3.94K -5 -1%
LF
1640
LifeSteps Financial
California
$358K
SAM
1641
SP Asset Management
California
$357K +$7.09K +9 +2%
CAC
1642
Certified Advisory Corp
Florida
$357K +$3.94K +5 +1%
FFO
1643
Fiduciary Family Office
Florida
$356K -$214K -272 -38%
M1FG
1644
Mach-1 Financial Group
Arkansas
$356K +$356K +452 New
EFP
1645
Elser Financial Planning
Indiana
$356K +$16.6K +21 +5%
SRC
1646
Sage Rhino Capital
California
$355K -$3.94K -5 -1%
BF
1647
Brooklyn FI
New York
$355K -$149K -189 -30%
PCA
1648
Purkiss Capital Advisors
Connecticut
$355K +$7.88K +10 +2%
AG
1649
AlTi Global
New York
$355K +$355K +456 New
MAA
1650
Matrix Asset Advisors
New York
$354K