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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
BMWM
1701
Brown Miller Wealth Management
Virginia
$329K
BLC
1702
Brown, Lisle/Cummings
Rhode Island
$329K
MNBTD
1703
Moody National Bank Trust Division
Texas
$326K
EWA
1704
Etesian Wealth Advisors
Oregon
$325K
IA
1705
IFG Advisory
Georgia
$325K
BL
1706
Balentine LLC
Georgia
$323K
SWA
1707
Sax Wealth Advisors
New Jersey
$322K
PFS
1708
Physicians Financial Services
North Carolina
$320K
JWM
1709
Jeppson Wealth Management
California
$320K
SCM
1710
SCS Capital Management
Massachusetts
$319K
PHWM
1711
Pine Harbor Wealth Management
Maryland
$319K
WSFG
1712
Wall Street Financial Group
Illinois
$317K
AGA
1713
Arkos Global Advisors
Texas
$316K
HBS
1714
Howard Bailey Securities
Indiana
$316K
LJHT
1715
Laurie J. Hall Trustee
$315K
PBF
1716
Petix & Botte Financial
California
$315K
CAM
1717
Carret Asset Management
New York
$315K
LWM
1718
Luminvest Wealth Management
Arizona
$315K
FA
1719
Fortis Advisors
Pennsylvania
$315K
SIC
1720
Samalin Investment Counsel
New York
$314K
WBC
1721
West Branch Capital
Massachusetts
$313K
PMSA
1722
Patrick M. Sweeney & Associates
Illinois
$313K
B
1723
BetterWealth
California
$313K
WKWM
1724
Walter & Keenan Wealth Management
Indiana
$313K
CG
1725
CFO4Life Group
Texas
$311K