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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 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,171
Holders Change
+172
Holders Change %
+8.6%
% 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
97
Calls
$3.54B
Puts
$4.24B
Net Calls
-$698M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1976
Whipplewood Advisors
Colorado
$113K +$61.4K +78 +120%
PWA
1977
Provenance Wealth Advisors
Florida
$113K +$76.4K +97 +211%
OIAM
1978
OFI Invest Asset Management
France
$112K -$3.82M -5,688 -97%
PWMG
1979
Private Wealth Management Group
New Jersey
$111K +$2.36K +3 +2%
NS
1980
NBC Securities
Alabama
$107K -$11.8K -15 -10%
IBOK
1981
Independence Bank of Kentucky
Kentucky
$106K -$11.8K -15 -10%
CW
1982
Curio Wealth
Maryland
$106K +$105K +133 +13,300%
EFMH
1983
E Fund Management (HK)
Hong Kong
$103K
ECM
1984
Eisler Capital Management
United Kingdom
$102K -$7.15M -9,066 -99%
HB
1985
Horizon Bancorp
Indiana
$101K +$77.3K +98 +327%
ACM
1986
Anfield Capital Management
California
$98.5K
DMBA
1987
Deseret Mutual Benefit Administrators
Utah
$97.7K
ICM
1988
Islay Capital Management
Texas
$92.2K
LWANC
1989
Laurel Wealth Advisors (North Carolina)
North Carolina
$91K +$90.9K +71,584 +78,664%
HWA
1990
HHM Wealth Advisors
Tennessee
$87.4K -$3.15K -4 -3%
RPA
1991
Redwood Park Advisors
California
$86.6K
LWMI
1992
Legacy Wealth Management (Idaho)
Idaho
$85.1K -$7.88K -10 -8%
LIS
1993
Legacy Investment Solutions
Idaho
$85.1K +$85.1K +108 New
FMP
1994
Financial Management Professionals
Texas
$85.1K -$6.3K -8 -7%
NL
1995
NVWM LLC
Pennsylvania
$84.3K +$1.58K +2 +2%
TCM
1996
TD Capital Management
Tennessee
$82.8K +$39.4K +50 +91%
HBW
1997
Hazlett, Burt & Watson
West Virginia
$82K -$4.73K -6 -5%
DF
1998
DecisionPoint Financial
Arizona
$81.9K +$3.9K +5 +5%
BI
1999
Binnacle Investments
Iowa
$79.6K +$5.51K +7 +7%
VEA
2000
Virtus ETF Advisers
New York
$78.8K +$78.8K +100 New