INTU icon

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
SPWM
1651
Spartan Planning & Wealth Management
North Carolina
$362K
KPWG
1652
KFA Private Wealth Group
Virginia
$361K
GFA
1653
Grunden Financial Advisory
Texas
$361K
JC
1654
JB Capital
Connecticut
$360K
WC
1655
Wynn Capital
Georgia
$358K
LF
1656
LifeSteps Financial
California
$358K
SAM
1657
SP Asset Management
California
$357K
CAC
1658
Certified Advisory Corp
Florida
$357K
FFO
1659
Fiduciary Family Office
Florida
$356K
M1FG
1660
Mach-1 Financial Group
Arkansas
$356K
EFP
1661
Elser Financial Planning
Indiana
$356K
SRC
1662
Sage Rhino Capital
California
$355K
BF
1663
Brooklyn FI
New York
$355K
PCA
1664
Purkiss Capital Advisors
Connecticut
$355K
AG
1665
AlTi Global
New York
$355K
MAA
1666
Matrix Asset Advisors
New York
$354K
MFA
1667
McClarren Financial Advisors
Pennsylvania
$354K
CAL
1668
Capital Analysts LLC
Pennsylvania
$354K
BMC
1669
Benin Management Corp
Connecticut
$354K
GIA
1670
Guyasuta Investment Advisors
Pennsylvania
$351K
IA
1671
Integrity Alliance
Iowa
$351K
LJAC
1672
L.J. Altfest & Co
New York
$350K
AIM
1673
Acropolis Investment Management
Missouri
$349K
SSC
1674
Syverson Strege & Co
Iowa
$349K
AWA
1675
Amplius Wealth Advisors
Pennsylvania
$348K