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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
PWP
1851
Parkwoods Wealth Partners
New York
$252K
NWM
1852
Northwest Wealth Management
Iowa
$251K
WP
1853
Westmount Partners
California
$250K
BWM
1854
Baron Wealth Management
Michigan
$249K
TC
1855
Trilogy Capital
California
$249K
AWA
1856
Aletheian Wealth Advisors
Washington
$249K
FA
1857
Fermata Advisors
California
$249K
NCFG
1858
New Century Financial Group
New Jersey
$248K
AGC
1859
Aspen Grove Capital
Colorado
$248K
ABTD
1860
Arvest Bank Trust Division
Oklahoma
$247K
RS
1861
Retirement Solution
Washington
$247K
C
1862
Covestor
United Kingdom
$246K
WA
1863
Wealthstream Advisors
New York
$246K
FF
1864
Foronjy Financial
California
$245K
FCG
1865
Fielder Capital Group
Tennessee
$245K
HWM
1866
Hemington Wealth Management
Virginia
$245K
KMWM
1867
Keudell/Morrison Wealth Management
Oregon
$244K
FBB
1868
Fulton Breakefield Broenniman
Maryland
$244K
VFG
1869
Victory Financial Group
Texas
$244K
DAM
1870
DLD Asset Management
New York
$243K
AWAG
1871
ARS Wealth Advisors Group
Florida
$243K
BWM
1872
Brown Wealth Management
Illinois
$243K
IDA
1873
Intelligence Driven Advisers
California
$242K
PWA
1874
Physician Wealth Advisors
Utah
$241K
BB
1875
Bell Bank
North Dakota
$241K