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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 %
BI
1876
Berkeley Inc
Idaho
$228K +$228K +289 New
MLA
1877
My Legacy Advisors
Oregon
$227K +$227K +304 New
LA
1878
Latitude Advisors
Florida
$227K +$227K +288 New
JWBC
1879
J.W. Burns & Co
New York
$226K +$226K +287 New
SAM
1880
Satovsky Asset Management
New York
$226K +$226K +287 New
NA
1881
Nordwand Advisors
Pennsylvania
$226K +$226K +286 New
AF
1882
Advisornet Financial
Minnesota
$225K -$2.36K -3 -1%
BHC
1883
Bowen Hanes & Co
Florida
$225K +$225K +286 New
LWP
1884
LeClair Wealth Partners
Ohio
$225K +$225K +286 New
LAM
1885
Longboard Asset Management
Arizona
$224K +$224K +285 New
CFFP
1886
Center for Financial Planning
Michigan
$223K
BI
1887
Bolthouse Investments
California
$223K +$223K +283 New
CA
1888
Continuum Advisory
Idaho
$222K +$71.7K +91 +48%
GAM
1889
Gould Asset Management
California
$222K +$222K +282 New
CWM
1890
Cornerstone Wealth Management
Missouri
$222K +$222K +282 New
IFS
1891
Ifrah Financial Services
Arkansas
$221K +$221K +281 New
EFG
1892
Ethos Financial Group
Pennsylvania
$221K -$180K -228 -45%
MW
1893
Maia Wealth
Colorado
$219K +$219K +278 New
RF
1894
RHS Financial
California
$219K -$59.1K -75 -21%
GFPC
1895
Global Financial Private Client
Florida
$219K +$2.36K +3 +1%
OFW
1896
Omnia Family Wealth
Florida
$219K +$219K +278 New
RBFC
1897
Roman Butler Fullerton & Co
Missouri
$218K +$218K +277 New
CWM
1898
Centurion Wealth Management
Virginia
$218K +$218K +276 New
DAM
1899
Deltec Asset Management
New York
$217K +$217K +276 New
LFGO
1900
Legacy Financial Group (Oklahoma)
Oklahoma
$217K +$217K +276 New