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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
WSWA
1626
Warren Street Wealth Advisors
California
$388K
TNA
1627
True North Advisors
Texas
$388K
SI
1628
Seeds Investor
New York
$387K
BSCCG
1629
Blue Sky Capital Consultants Group
California
$385K
MWA
1630
MN Wealth Advisors
Kansas
$385K
BFM
1631
Boothbay Fund Management
New York
$384K
CICC
1632
Capital Investment Counsel (Colorado)
Colorado
$383K
LI
1633
LRI Investments
Florida
$382K
CW
1634
Channel Wealth
California
$382K
AWE
1635
Avidian Wealth Enterprises
Texas
$382K
SFP
1636
Shepherd Financial Partners
Massachusetts
$381K
PP
1637
Postrock Partners
Oregon
$379K
MHR
1638
Matthew Hamilton Rosenberg
$378K
MIP
1639
Marietta Investment Partners
Wisconsin
$377K
ESB
1640
Essex Savings Bank
Connecticut
$375K
RIL
1641
Rothschild Investment LLC
Illinois
$372K
FFA
1642
Florida Financial Advisors
Florida
$370K
ICP
1643
Impact Capital Partners
Colorado
$370K
SFG
1644
Synergy Financial Group
California
$367K
TWM
1645
Tanager Wealth Management
United Kingdom
$366K
LOPW
1646
Live Oak Private Wealth
North Carolina
$366K
TCOT
1647
Trust Company of Toledo
Ohio
$365K
KFS
1648
Kurt F. Somerville
$362K
EWS
1649
Eagle Wealth Strategies
New Jersey
$362K
VAF
1650
Values Added Financial
District of Columbia
$362K