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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
29.11%
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 %
DAM
1851
DLD Asset Management
New York
$243K +$243K +309 New
BWM
1852
Brown Wealth Management
Illinois
$243K +$243K +308 New
AWAG
1853
ARS Wealth Advisors Group
Florida
$243K +$243K +308 New
IDA
1854
Intelligence Driven Advisers
California
$242K +$242K +307 New
PWA
1855
Physician Wealth Advisors
Utah
$241K +$1.58K +2 +0.7%
BB
1856
Bell Bank
North Dakota
$241K +$241K +306 New
PHIC
1857
Pine Haven Investment Counsel
Massachusetts
$240K +$240K +305 New
CWA
1858
Consilio Wealth Advisors
Washington
$240K +$240K +309 New
BCG
1859
BayBridge Capital Group
California
$239K +$239K +304 New
AGP
1860
Autumn Glory Partners
Texas
$239K +$239K +304 New
CIP
1861
Convergence Investment Partners
Florida
$237K +$237K +301 New
SLA
1862
Silver Lake Advisory
Utah
$236K +$236K +300 New
Cohen & Steers
1863
Cohen & Steers
New York
$236K
BWP
1864
Balboa Wealth Partners
Arizona
$234K +$234K +297 New
VDI
1865
Vaughan David Investments
Illinois
$234K +$234K +297 New
PWM
1866
Palumbo Wealth Management
New York
$234K +$234K +297 New
HC
1867
Hamilton Capital
Ohio
$233K +$233K +296 New
DIP
1868
DT Investment Partners
Pennsylvania
$232K
ICP
1869
Ironvine Capital Partners
Nebraska
$231K +$231K +293 New
CA
1870
CSM Advisors
Pennsylvania
$230K +$230K +290 New
IWN
1871
Independent Wealth Network
Iowa
$230K +$230K +292 New
PFM
1872
Phillips Financial Management
Indiana
$228K +$228K +290 New
SAM
1873
Strategy Asset Managers
California
$228K +$228K +290 New
BI
1874
Berkeley Inc
Idaho
$228K +$228K +289 New
MLA
1875
My Legacy Advisors
Oregon
$227K +$227K +304 New