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Intuit
INTU

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
$20.3B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$783M
3
Victory Capital Management
Victory Capital Management
Texas
$807M
4
NHC
Nicholas Hoffman & Company
Georgia
$518M
5
NL
Nuveen LLC
North Carolina
$1.6B

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.49B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$641M
4
Marshall Wace
Marshall Wace
United Kingdom
$172M
5
LPC
Lone Pine Capital
Connecticut
$608M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
2001
GPS Wealth Strategies Group
Colorado
$78.4K +$1.57K +2 +2%
SVWA
2002
Sarver Vrooman Wealth Advisors
Missouri
$77.2K – – –
RFG
2003
REAP Financial Group
Texas
$76.5K +$38.6K +49 +102%
SL
2004
Salomon & Ludwin
Virginia
$72.7K +$19.3K +25 +36%
RWS
2005
Retirement Wealth Solutions
Wisconsin
$71.9K -$1.58K -2 -2%
HNB
2006
Hilltop National Bank
Wyoming
$70.1K +$70.1K +89 New
HFS
2007
Hughes Financial Services
Virginia
$69.3K +$5.45K +7 +9%
KFI
2008
Key Financial Inc
Pennsylvania
$69.3K – – –
PAG
2009
Paladin Advisory Group
Iowa
$67.7K – – –
AWM
2010
Abound Wealth Management
Tennessee
$67.4K +$2.35K +3 +4%
RA
2011
Ransom Advisory
Rhode Island
$66.2K – – –
AWM
2012
Accredited Wealth Management
Kentucky
$65.4K – – –
PP
2013
Pacifica Partners
Canada
$64.5K – – –
RCM
2014
Raleigh Capital Management
North Carolina
$64.4K -$8.64K -11 -12%
AEPWM
2015
Atlantic Edge Private Wealth Management
Florida
$63.8K – – –
DF
2016
Dunhill Financial
United Kingdom
$59.3K +$3.16K +4 +6%
KB
2017
Kimelman & Baird
New York
$59.1K – – –
BWL
2018
Bogart Wealth LLC
Virginia
$58.3K +$2.36K +3 +4%
RS
2019
Rakuten Securities
Japan
$58.3K +$45.7K +58 +363%
KPP
2020
Kings Path Partners
Texas
$56.7K – – –
CIAS
2021
CBIZ Investment Advisory Services
Ohio
$56.7K +$17.3K +22 +44%
RA
2022
Rational Advisors
New York
$56.7K +$56.7K +72 New
RWM
2023
Rialto Wealth Management
New York
$55.9K +$788 +1 +1%
VIS
2024
Vega Investment Solutions
France
$54.3K -$56.7K -72 -51%
FUBT
2025
First United Bank & Trust
Maryland
$53.6K – – –
79 80
81
82 83