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Intuit

2,173 hedge funds and large institutions have $187B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 306 funds opening new positions, 875 increasing their positions, 705 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+175
Holders Change %
+8.76%
% of All Funds
29.12%
Holding in Top 10
94
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+38.24%
% of All Funds
1.26%
New
306
Increased
875
Reduced
705
Closed
96
Calls
$3.54B
Puts
$4.24B
Net Calls
-$698M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1701
Fortis Advisors
Pennsylvania
$315K
PBF
1702
Petix & Botte Financial
California
$315K
SIC
1703
Samalin Investment Counsel
New York
$314K -$35.5K -45 -10%
WBC
1704
West Branch Capital
Massachusetts
$313K +$195K +248 +165%
PMSA
1705
Patrick M. Sweeney & Associates
Illinois
$313K
WKWM
1706
Walter & Keenan Wealth Management
Indiana
$313K +$313K +397 New
B
1707
BetterWealth
California
$313K +$313K +397 New
CG
1708
CFO4Life Group
Texas
$311K +$17.3K +22 +6%
OP
1709
ORG Partners
Indiana
$310K +$127K +163 +69%
LIA
1710
LifePlan Investment Advisors
North Carolina
$310K -$1.58K -2 -0.5%
TC
1711
TFR Capital
Texas
$310K +$310K +394 New
GEM
1712
Global Endowment Management
North Carolina
$310K +$12.6K +16 +4%
GLLW
1713
Graves Light Lenhart Wealth
Virginia
$309K
TYCC
1714
Texas Yale Capital Corp
Florida
$307K
BBP
1715
Banco BTG Pactual
Brazil
$307K +$307K +390 New
BFAG
1716
Blackston Financial Advisory Group
Florida
$307K +$307K +390 New
CWM
1717
Concentrum Wealth Management
California
$306K -$20.5K -26 -6%
RWI
1718
Red Wave Investments
Pennsylvania
$306K
KA
1719
Kovack Advisors
Florida
$306K -$48.8K -62 -14%
CPA
1720
Capital Performance Advisors
California
$306K -$27.6K -35 -8%
SW
1721
Solidarity Wealth
Utah
$306K
AWM
1722
Aries Wealth Management
Maine
$306K
GC
1723
Grimes & Company
Massachusetts
$305K -$2.37K -3 -0.8%
GA
1724
Goldstein Advisors
Wisconsin
$304K +$3.15K +4 +1%
F8IS
1725
Figure 8 Investment Strategies
Idaho
$303K -$59.1K -75 -16%