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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
WF
1951
Wayfinding Financial
Washington
$201K
OFO
1952
OneAscent Family Office
Alabama
$201K
MSFS
1953
Main Street Financial Solutions
Pennsylvania
$201K
IWM
1954
Integris Wealth Management
California
$201K
LBC
1955
Lowe Brockenbrough & Co
Virginia
$201K
NGA
1956
Naples Global Advisors
Florida
$200K
GEA
1957
Glen Eagle Advisors
New Jersey
$197K
RA
1958
Rise Advisors
New York
$191K
WPWM
1959
Western Pacific Wealth Management
Illinois
$189K
WSC
1960
Wellington Shields & Co
New York
$188K
NC
1961
NewSquare Capital
Pennsylvania
$188K
GWM
1962
Gitterman Wealth Management
New Jersey
$184K
FMII
1963
Farmers & Merchants Investments Inc
Nebraska
$184K
DAM
1964
Delta Asset Management
Tennessee
$180K
MSG
1965
Main Street Group
Virginia
$178K
QL
1966
Quarry LP
New York
$172K
AIC
1967
Archer Investment Corporation
Indiana
$169K
FNWA
1968
Financial Network Wealth Advisors
Utah
$165K
DJSG
1969
D.J. St. Germain
Massachusetts
$163K
NC
1970
North Capital
Utah
$162K
CPG
1971
Cornerstone Planning Group
New Jersey
$159K
BCM
1972
Berbice Capital Management
New York
$158K
BAM
1973
BOCHK Asset Management
Hong Kong
$158K
CIM
1974
CCLA Investment Management
United Kingdom
$157K
IWM
1975
IMG Wealth Management
Florida
$156K