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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 %
CIAS
1826
CFS Investment Advisory Services
New Jersey
$255K +$255K +324 New
OPW
1827
Osprey Private Wealth
New York
$254K
BTWM
1828
Baker Tilly Wealth Management
Wisconsin
$254K +$254K +322 New
IP
1829
Ignite Planners
California
$253K +$753 +1 +0.3%
JIP
1830
Jaffetilchin Investment Partners
Florida
$252K -$57.4K -73 -19%
JAG
1831
Journey Advisory Group
Kentucky
$252K -$71.7K -91 -22%
PWP
1832
Parkwoods Wealth Partners
New York
$252K +$252K +320 New
NWM
1833
Northwest Wealth Management
Iowa
$251K +$251K +319 New
WP
1834
Westmount Partners
California
$250K +$250K +317 New
BWM
1835
Baron Wealth Management
Michigan
$249K +$249K +316 New
TC
1836
Trilogy Capital
California
$249K -$2.56M -3,247 -91%
AWA
1837
Aletheian Wealth Advisors
Washington
$249K +$249K +316 New
FA
1838
Fermata Advisors
California
$249K -$108K -137 -30%
NCFG
1839
New Century Financial Group
New Jersey
$248K -$27.6K -35 -10%
AGC
1840
Aspen Grove Capital
Colorado
$248K +$248K +315 New
ABTD
1841
Arvest Bank Trust Division
Oklahoma
$247K +$247K +314 New
RS
1842
Retirement Solution
Washington
$247K +$247K +314 New
C
1843
Covestor
United Kingdom
$246K +$39.4K +50 +19%
WA
1844
Wealthstream Advisors
New York
$246K +$246K +312 New
FF
1845
Foronjy Financial
California
$245K +$245K +311 New
FCG
1846
Fielder Capital Group
Tennessee
$245K +$245K +311 New
HWM
1847
Hemington Wealth Management
Virginia
$245K -$3.15K -4 -1%
VFG
1848
Victory Financial Group
Texas
$244K +$244K +310 New
KMWM
1849
Keudell/Morrison Wealth Management
Oregon
$244K +$244K +310 New
FBB
1850
Fulton Breakefield Broenniman
Maryland
$244K +$244K +310 New