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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
PHIC
1876
Pine Haven Investment Counsel
Massachusetts
$240K
CWA
1877
Consilio Wealth Advisors
Washington
$240K
BCG
1878
BayBridge Capital Group
California
$239K
AGP
1879
Autumn Glory Partners
Texas
$239K
CIP
1880
Convergence Investment Partners
Florida
$237K
CAIM
1881
Catherine Avery Investment Management
Florida
$236K
SLA
1882
Silver Lake Advisory
Utah
$236K
Cohen & Steers
1883
Cohen & Steers
New York
$236K
BWP
1884
Balboa Wealth Partners
Arizona
$234K
VDI
1885
Vaughan David Investments
Illinois
$234K
PWM
1886
Palumbo Wealth Management
New York
$234K
HC
1887
Hamilton Capital
Ohio
$233K
DIP
1888
DT Investment Partners
Pennsylvania
$232K
ICP
1889
Ironvine Capital Partners
Nebraska
$231K
CA
1890
CSM Advisors
Pennsylvania
$230K
IWN
1891
Independent Wealth Network
Iowa
$230K
SAM
1892
Strategy Asset Managers
California
$228K
PFM
1893
Phillips Financial Management
Indiana
$228K
BI
1894
Berkeley Inc
Idaho
$228K
MLA
1895
My Legacy Advisors
Oregon
$227K
LA
1896
Latitude Advisors
Florida
$227K
JWBC
1897
J.W. Burns & Co
New York
$226K
SAM
1898
Satovsky Asset Management
New York
$226K
NA
1899
Nordwand Advisors
Pennsylvania
$226K
AF
1900
Advisornet Financial
Minnesota
$225K