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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 %
AAS
1826
Ameritas Advisory Services
Nebraska
$259K -$60.6K -77 -19%
S
1827
Sunpointe
Missouri
$257K -$10.2K -13 -4%
CIAS
1828
CFS Investment Advisory Services
New Jersey
$255K +$255K +324 New
OPW
1829
Osprey Private Wealth
New York
$254K
BTWM
1830
Baker Tilly Wealth Management
Wisconsin
$254K +$254K +322 New
IP
1831
Ignite Planners
California
$253K +$753 +1 +0.3%
JIP
1832
Jaffetilchin Investment Partners
Florida
$252K -$57.4K -73 -19%
JAG
1833
Journey Advisory Group
Kentucky
$252K -$71.7K -91 -22%
PWP
1834
Parkwoods Wealth Partners
New York
$252K +$252K +320 New
NWM
1835
Northwest Wealth Management
Iowa
$251K +$251K +319 New
WP
1836
Westmount Partners
California
$250K +$250K +317 New
BWM
1837
Baron Wealth Management
Michigan
$249K +$249K +316 New
TC
1838
Trilogy Capital
California
$249K -$2.56M -3,247 -91%
AWA
1839
Aletheian Wealth Advisors
Washington
$249K +$249K +316 New
FA
1840
Fermata Advisors
California
$249K -$108K -137 -30%
NCFG
1841
New Century Financial Group
New Jersey
$248K -$27.6K -35 -10%
AGC
1842
Aspen Grove Capital
Colorado
$248K +$248K +315 New
ABTD
1843
Arvest Bank Trust Division
Oklahoma
$247K +$247K +314 New
RS
1844
Retirement Solution
Washington
$247K +$247K +314 New
C
1845
Covestor
United Kingdom
$246K +$39.4K +50 +19%
WA
1846
Wealthstream Advisors
New York
$246K +$246K +312 New
FF
1847
Foronjy Financial
California
$245K +$245K +311 New
FCG
1848
Fielder Capital Group
Tennessee
$245K +$245K +311 New
HWM
1849
Hemington Wealth Management
Virginia
$245K -$3.15K -4 -1%
VFG
1850
Victory Financial Group
Texas
$244K +$244K +310 New