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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
BHC
1901
Bowen Hanes & Co
Florida
$225K
LWP
1902
LeClair Wealth Partners
Ohio
$225K
LAM
1903
Longboard Asset Management
Arizona
$224K
CFFP
1904
Center for Financial Planning
Michigan
$223K
BI
1905
Bolthouse Investments
California
$223K
CA
1906
Continuum Advisory
Idaho
$222K
GAM
1907
Gould Asset Management
California
$222K
CWM
1908
Cornerstone Wealth Management
Missouri
$222K
IFS
1909
Ifrah Financial Services
Arkansas
$221K
EFG
1910
Ethos Financial Group
Pennsylvania
$221K
MW
1911
Maia Wealth
Colorado
$219K
RF
1912
RHS Financial
California
$219K
GFPC
1913
Global Financial Private Client
Florida
$219K
OFW
1914
Omnia Family Wealth
Florida
$219K
RBFC
1915
Roman Butler Fullerton & Co
Missouri
$218K
CWM
1916
Centurion Wealth Management
Virginia
$218K
DAM
1917
Deltec Asset Management
New York
$217K
LFGO
1918
Legacy Financial Group (Oklahoma)
Oklahoma
$217K
SFM
1919
Signet Financial Management
New Jersey
$217K
JTWM
1920
Jackson Thornton Wealth Management
Alabama
$216K
FC
1921
Financial Council
Maryland
$216K
UBV
1922
United Bank (Virginia)
Virginia
$215K
B
1923
Barings
North Carolina
$214K
ACM
1924
Ascent Capital Management
Oregon
$213K
ACP
1925
Aviance Capital Partners
Florida
$213K