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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 %
OWM
1751
OneAscent Wealth Management
Alabama
$287K +$287K +364 New
HIG
1752
Heritage Investment Group
Florida
$286K +$787 +1 +0.3%
HI
1753
Harbour Investments
Wisconsin
$286K +$20.5K +26 +8%
VCP
1754
Verus Capital Partners
Arizona
$285K +$285K +362 New
RA
1755
Riversedge Advisors
Delaware
$285K +$285K +362 New
CWG
1756
Crown Wealth Group
North Carolina
$284K -$788 -1 -0.3%
CIC
1757
Crawford Investment Counsel
Georgia
$284K +$284K +360 New
ACI
1758
Alpha Cubed Investments
California
$284K +$284K +360 New
ABC
1759
Associated Banc-Corp
Wisconsin
$283K -$38.6K -49 -12%
XF
1760
XML Financial
Maryland
$282K -$1.58K -2 -0.6%
AB
1761
Atlas Brown
Kentucky
$280K -$6.3K -8 -2%
AWAU
1762
Alliance Wealth Advisors (Utah)
Utah
$280K +$280K +355 New
LF
1763
Lantz Financial
Illinois
$280K +$280K +355 New
GSWM
1764
Golden State Wealth Management
California
$279K +$14.2K +18 +5%
SGI
1765
Swan Global Investments
Colorado
$279K +$279K +354 New
CT
1766
Colonial Trust
South Carolina
$278K -$49.7K -63 -15%
PW
1767
PUREfi Wealth
Massachusetts
$278K +$18.9K +24 +7%
OF
1768
Optimize Financial
California
$278K -$1.58K -2 -0.6%
BOS
1769
Bank of Stockton
California
$278K
AMCA
1770
Arthur M. Cohen & Associates
Illinois
$278K +$278K +353 New
TPWM
1771
Twelve Points Wealth Management
Massachusetts
$277K
MQWP
1772
Morey & Quinn Wealth Partners
Nebraska
$277K +$18.1K +23 +7%
PFM
1773
Patton Fund Management
Texas
$277K +$277K +352 New
USCWA
1774
U.S. Capital Wealth Advisors
Texas
$277K +$277K +352 New
QFA
1775
Quantum Financial Advisors
California
$277K -$19.7K -25 -7%