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Intuit

2,171 hedge funds and large institutions have $187B invested in Intuit in 2025 Q2 according to their latest regulatory filings, with 305 funds opening new positions, 875 increasing their positions, 704 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,171
Holders Change
+173
Holders Change %
+8.66%
% of All Funds
29.11%
Holding in Top 10
94
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+38.24%
% of All Funds
1.26%
New
305
Increased
875
Reduced
704
Closed
96
Calls
$3.54B
Puts
$4.24B
Net Calls
-$698M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
IEFM
1926
IQ EQ Fund Management
Ireland
$204K +$204K +259 New
WCFA
1927
Walkner Condon Financial Advisors
Wisconsin
$203K +$203K +258 New
XT
1928
XTX Topco
Cayman Islands
$202K +$202K +256 New
WAM
1929
WealthTrust Asset Management
Florida
$202K +$202K +256 New
SRWM
1930
Shira Ridge Wealth Management
California
$201K +$201K +255 New
WF
1931
Wayfinding Financial
Washington
$201K
OFO
1932
OneAscent Family Office
Alabama
$201K +$201K +255 New
MSFS
1933
Main Street Financial Solutions
Pennsylvania
$201K +$201K +255 New
IWM
1934
Integris Wealth Management
California
$201K +$201K +255 New
LBC
1935
Lowe Brockenbrough & Co
Virginia
$201K +$201K +255 New
NGA
1936
Naples Global Advisors
Florida
$200K -$57.6K -73 -22%
GEA
1937
Glen Eagle Advisors
New Jersey
$197K -$183K -232 -48%
RA
1938
Rise Advisors
New York
$191K -$787 -1 -0.4%
WPWM
1939
Western Pacific Wealth Management
Illinois
$189K -$11.8K -15 -6%
WSC
1940
Wellington Shields & Co
New York
$188K -$13.4K -17 -7%
NC
1941
NewSquare Capital
Pennsylvania
$188K +$83.5K +106 +80%
GWM
1942
Gitterman Wealth Management
New Jersey
$184K +$184K +234 New
FMII
1943
Farmers & Merchants Investments Inc
Nebraska
$184K +$1.58K +2 +0.9%
DAM
1944
Delta Asset Management
Tennessee
$180K
MSG
1945
Main Street Group
Virginia
$178K
QL
1946
Quarry LP
New York
$172K +$172K +218 New
AIC
1947
Archer Investment Corporation
Indiana
$169K
FNWA
1948
Financial Network Wealth Advisors
Utah
$165K +$6.3K +8 +4%
DJSG
1949
D.J. St. Germain
Massachusetts
$163K
NC
1950
North Capital
Utah
$162K