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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 %
NWM
1926
Nova Wealth Management
Florida
$206K -$46.5K -59 -18%
HGWM
1927
Horst & Graben Wealth Management
Oregon
$204K +$204K +260 New
IEFM
1928
IQ EQ Fund Management
Ireland
$204K +$204K +259 New
WCFA
1929
Walkner Condon Financial Advisors
Wisconsin
$203K +$203K +258 New
XT
1930
XTX Topco
Cayman Islands
$202K +$202K +256 New
WAM
1931
WealthTrust Asset Management
Florida
$202K +$202K +256 New
SRWM
1932
Shira Ridge Wealth Management
California
$201K +$201K +255 New
WF
1933
Wayfinding Financial
Washington
$201K
OFO
1934
OneAscent Family Office
Alabama
$201K +$201K +255 New
MSFS
1935
Main Street Financial Solutions
Pennsylvania
$201K +$201K +255 New
IWM
1936
Integris Wealth Management
California
$201K +$201K +255 New
LBC
1937
Lowe Brockenbrough & Co
Virginia
$201K +$201K +255 New
NGA
1938
Naples Global Advisors
Florida
$200K -$57.6K -73 -22%
GEA
1939
Glen Eagle Advisors
New Jersey
$197K -$183K -232 -48%
RA
1940
Rise Advisors
New York
$191K -$787 -1 -0.4%
WPWM
1941
Western Pacific Wealth Management
Illinois
$189K -$11.8K -15 -6%
WSC
1942
Wellington Shields & Co
New York
$188K -$13.4K -17 -7%
NC
1943
NewSquare Capital
Pennsylvania
$188K +$83.5K +106 +80%
GWM
1944
Gitterman Wealth Management
New Jersey
$184K +$184K +234 New
FMII
1945
Farmers & Merchants Investments Inc
Nebraska
$184K +$1.58K +2 +0.9%
DAM
1946
Delta Asset Management
Tennessee
$180K
MSG
1947
Main Street Group
Virginia
$178K
QL
1948
Quarry LP
New York
$172K +$172K +218 New
AIC
1949
Archer Investment Corporation
Indiana
$169K
FNWA
1950
Financial Network Wealth Advisors
Utah
$165K +$6.3K +8 +4%