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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 %
KMWM
1851
Keudell/Morrison Wealth Management
Oregon
$244K +$244K +310 New
FBB
1852
Fulton Breakefield Broenniman
Maryland
$244K +$244K +310 New
DAM
1853
DLD Asset Management
New York
$243K +$243K +309 New
BWM
1854
Brown Wealth Management
Illinois
$243K +$243K +308 New
AWAG
1855
ARS Wealth Advisors Group
Florida
$243K +$243K +308 New
IDA
1856
Intelligence Driven Advisers
California
$242K +$242K +307 New
PWA
1857
Physician Wealth Advisors
Utah
$241K +$1.58K +2 +0.7%
BB
1858
Bell Bank
North Dakota
$241K +$241K +306 New
PHIC
1859
Pine Haven Investment Counsel
Massachusetts
$240K +$240K +305 New
CWA
1860
Consilio Wealth Advisors
Washington
$240K +$240K +309 New
BCG
1861
BayBridge Capital Group
California
$239K +$239K +304 New
AGP
1862
Autumn Glory Partners
Texas
$239K +$239K +304 New
CIP
1863
Convergence Investment Partners
Florida
$237K +$237K +301 New
SLA
1864
Silver Lake Advisory
Utah
$236K +$236K +300 New
Cohen & Steers
1865
Cohen & Steers
New York
$236K
BWP
1866
Balboa Wealth Partners
Arizona
$234K +$234K +297 New
VDI
1867
Vaughan David Investments
Illinois
$234K +$234K +297 New
PWM
1868
Palumbo Wealth Management
New York
$234K +$234K +297 New
HC
1869
Hamilton Capital
Ohio
$233K +$233K +296 New
DIP
1870
DT Investment Partners
Pennsylvania
$232K
ICP
1871
Ironvine Capital Partners
Nebraska
$231K +$231K +293 New
CA
1872
CSM Advisors
Pennsylvania
$230K +$230K +290 New
IWN
1873
Independent Wealth Network
Iowa
$230K +$230K +292 New
PFM
1874
Phillips Financial Management
Indiana
$228K +$228K +290 New
SAM
1875
Strategy Asset Managers
California
$228K +$228K +290 New