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Intuit

2,172 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, 876 increasing their positions, 704 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,172
Holders Change
+174
Holders Change %
+8.71%
% of All Funds
29.11%
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
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 %
LGA
1676
Lebenthal Global Advisors
New York
$333K +$333K +423 New
1WA
1677
180 Wealth Advisors
Washington
$333K -$11K -14 -3%
OIS
1678
OneAscent Investment Solutions
Alabama
$333K +$333K +423 New
CAI
1679
Capital Advisors Inc
Oklahoma
$333K
RL
1680
Retireful LLC
Michigan
$332K +$332K +422 New
ES
1681
Eagle Strategies
New York
$332K -$29.1K -37 -8%
JWCA
1682
J.W. Coons Advisors
Ohio
$330K -$3.94K -5 -1%
GWANC
1683
Guardian Wealth Advisors (North Carolina)
North Carolina
$329K +$29.1K +37 +10%
BMWM
1684
Brown Miller Wealth Management
Virginia
$329K +$329K +418 New
BLC
1685
Brown, Lisle/Cummings
Rhode Island
$329K +$788 +1 +0.2%
MNBTD
1686
Moody National Bank Trust Division
Texas
$326K +$17.3K +22 +6%
EWA
1687
Etesian Wealth Advisors
Oregon
$325K
IA
1688
IFG Advisory
Georgia
$325K +$19.7K +25 +6%
BL
1689
Balentine LLC
Georgia
$323K +$323K +410 New
SWA
1690
Sax Wealth Advisors
New Jersey
$322K +$322K +409 New
PFS
1691
Physicians Financial Services
North Carolina
$320K +$59.1K +75 +23%
JWM
1692
Jeppson Wealth Management
California
$320K -$5.51K -7 -2%
SCM
1693
SCS Capital Management
Massachusetts
$319K +$22.9K +29 +8%
PHWM
1694
Pine Harbor Wealth Management
Maryland
$319K
AGA
1695
Arkos Global Advisors
Texas
$316K -$23.6K -30 -7%
HBS
1696
Howard Bailey Securities
Indiana
$316K -$8.66K -11 -3%
LJHT
1697
Laurie J. Hall Trustee
$315K
LWM
1698
Luminvest Wealth Management
Arizona
$315K
CAM
1699
Carret Asset Management
New York
$315K
FA
1700
Fortis Advisors
Pennsylvania
$315K