INTU icon

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 %
SIC
1701
Samalin Investment Counsel
New York
$314K -$35.5K -45 -10%
WBC
1702
West Branch Capital
Massachusetts
$313K +$195K +248 +165%
PMSA
1703
Patrick M. Sweeney & Associates
Illinois
$313K
WKWM
1704
Walter & Keenan Wealth Management
Indiana
$313K +$313K +397 New
B
1705
BetterWealth
California
$313K +$313K +397 New
CG
1706
CFO4Life Group
Texas
$311K +$17.3K +22 +6%
OP
1707
ORG Partners
Indiana
$310K +$127K +163 +69%
LIA
1708
LifePlan Investment Advisors
North Carolina
$310K -$1.58K -2 -0.5%
TC
1709
TFR Capital
Texas
$310K +$310K +394 New
GEM
1710
Global Endowment Management
North Carolina
$310K +$12.6K +16 +4%
GLLW
1711
Graves Light Lenhart Wealth
Virginia
$309K
TYCC
1712
Texas Yale Capital Corp
Florida
$307K
BBP
1713
Banco BTG Pactual
Brazil
$307K +$307K +390 New
BFAG
1714
Blackston Financial Advisory Group
Florida
$307K +$307K +390 New
CWM
1715
Concentrum Wealth Management
California
$306K -$20.5K -26 -6%
RWI
1716
Red Wave Investments
Pennsylvania
$306K
KA
1717
Kovack Advisors
Florida
$306K -$48.8K -62 -14%
CPA
1718
Capital Performance Advisors
California
$306K -$27.6K -35 -8%
SW
1719
Solidarity Wealth
Utah
$306K
AWM
1720
Aries Wealth Management
Maine
$306K
GC
1721
Grimes & Company
Massachusetts
$305K -$2.37K -3 -0.8%
GA
1722
Goldstein Advisors
Wisconsin
$304K +$3.15K +4 +1%
F8IS
1723
Figure 8 Investment Strategies
Idaho
$303K -$59.1K -75 -16%
PFG
1724
Putney Financial Group
California
$303K -$25.2K -32 -8%
SP
1725
Stonebrook Private
Michigan
$301K -$25.2K -32 -8%