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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 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,171
Holders Change
+173
Holders Change %
+8.66%
% 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
96
Calls
$3.54B
Puts
$4.24B
Net Calls
-$698M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
2026
Atwood & Palmer
Missouri
$52.8K
PSB
2027
Piscataqua Savings Bank
New Hampshire
$51.2K
S
2028
Sachetta
Massachusetts
$49.6K -$5.51K -7 -10%
QWM
2029
Quaker Wealth Management
New Jersey
$48.8K +$48.8K +62 New
AWM
2030
Activest Wealth Management
Florida
$48.8K -$788 -1 -2%
CTC
2031
Cetera Trust Company
Minnesota
$48.8K
Loomis, Sayles & Company
2032
Loomis, Sayles & Company
Massachusetts
$48K -$23.6K -30 -33%
CFD
2033
Creative Financial Designs
Indiana
$48K +$788 +1 +2%
VNA
2034
Valley National Advisers
Pennsylvania
$48K +$2.36K +3 +5%
MIFH
2035
Migdal Insurance & Financial Holdings
Israel
$48K +$48K +61 New
TFA
2036
Toth Financial Advisory
Virginia
$47.9K
PCA
2037
PMV Capital Advisers
Texas
$47.3K
MFT
2038
Moisand Fitzgerald Tamayo
Florida
$47.3K
HHMI
2039
Howard Hughes Medical Institute
Maryland
$47.3K +$47.3K +60 New
DWA
2040
Delos Wealth Advisors
Texas
$46.5K +$46.5K +59 New
BCMLT
2041
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.8K -$3.95K -5 -8%
TCM
2042
Tradewinds Capital Management
Washington
$44.1K
VWA
2043
VSM Wealth Advisory
Maryland
$44.1K
LAM
2044
LOM Asset Management
$43K +$43K +55 New
BSB
2045
Bangor Savings Bank
Maine
$42.5K
CTA
2046
Colonial Trust Advisors
South Carolina
$42.5K
WB
2047
Webster Bank
Connecticut
$42.5K +$7.09K +9 +20%
AW
2048
Avion Wealth
Texas
$42K +$14.8K +19 +54%
TLA
2049
Tanglewood Legacy Advisors
Texas
$39.4K
AFG
2050
Albion Financial Group
Utah
$39.4K