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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 %
BI
2001
Binnacle Investments
Iowa
$79.6K +$5.51K +7 +7%
VEA
2002
Virtus ETF Advisers
New York
$78.8K +$78.8K +100 New
GWSG
2003
GPS Wealth Strategies Group
Colorado
$78.4K +$1.57K +2 +2%
SVWA
2004
Sarver Vrooman Wealth Advisors
Missouri
$77.2K
RFG
2005
REAP Financial Group
Texas
$76.5K +$38.6K +49 +102%
SL
2006
Salomon & Ludwin
Virginia
$72.7K +$19.3K +25 +36%
RWS
2007
Retirement Wealth Solutions
Wisconsin
$71.9K -$1.58K -2 -2%
HNB
2008
Hilltop National Bank
Wyoming
$70.1K +$70.1K +89 New
HFS
2009
Hughes Financial Services
Virginia
$69.3K +$5.45K +7 +9%
KFI
2010
Key Financial Inc
Pennsylvania
$69.3K
PAG
2011
Paladin Advisory Group
Iowa
$67.7K
AWM
2012
Abound Wealth Management
Tennessee
$67.4K +$2.35K +3 +4%
RA
2013
Ransom Advisory
Rhode Island
$66.2K
AWM
2014
Accredited Wealth Management
Kentucky
$65.4K
PP
2015
Pacifica Partners
Canada
$64.5K
RCM
2016
Raleigh Capital Management
North Carolina
$64.4K -$8.64K -11 -12%
AEPWM
2017
Atlantic Edge Private Wealth Management
Florida
$63.8K
DF
2018
Dunhill Financial
United Kingdom
$59.3K +$3.16K +4 +6%
KB
2019
Kimelman & Baird
New York
$59.1K
BWL
2020
Bogart Wealth LLC
Virginia
$58.3K +$2.36K +3 +4%
RS
2021
Rakuten Securities
Japan
$58.3K +$45.7K +58 +363%
KPP
2022
Kings Path Partners
Texas
$56.7K
CIAS
2023
CBIZ Investment Advisory Services
Ohio
$56.7K +$17.3K +22 +44%
RA
2024
Rational Advisors
New York
$56.7K +$56.7K +72 New
RWM
2025
Rialto Wealth Management
New York
$55.9K +$788 +1 +1%