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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
BAM
1751
Berkshire Asset Management
Pennsylvania
$294K
GD
1752
Grandfield & Dodd
New York
$294K
RH
1753
RFG Holdings
Texas
$294K
SMF
1754
Scott Marsh Financial
Utah
$293K
BW
1755
BIP Wealth
Georgia
$292K
WB
1756
West Bancorporation
Iowa
$292K
CAM
1757
Covenant Asset Management
New Jersey
$292K
RCA
1758
Ranch Capital Advisors
Florida
$292K
BPW
1759
Bingham Private Wealth
California
$291K
DW30
1760
Drucker Wealth 3.0
New Jersey
$291K
GWM
1761
Gibbs Wealth Management
Georgia
$291K
CC
1762
Citrine Capital
California
$291K
GAM
1763
Gemmer Asset Management
California
$290K
AL
1764
Aspiriant LLC
California
$289K
CRWM
1765
Castle Rock Wealth Management
California
$289K
VAG
1766
VisionPoint Advisory Group
Texas
$288K
PCH
1767
PGIM Custom Harvest
New Jersey
$288K
OWM
1768
OneAscent Wealth Management
Alabama
$287K
HIG
1769
Heritage Investment Group
Florida
$286K
HI
1770
Harbour Investments
Wisconsin
$286K
VCP
1771
Verus Capital Partners
Arizona
$285K
RA
1772
Riversedge Advisors
Delaware
$285K
CWG
1773
Crown Wealth Group
North Carolina
$284K
CIC
1774
Crawford Investment Counsel
Georgia
$284K
ACI
1775
Alpha Cubed Investments
California
$284K