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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
HNB
2026
Hilltop National Bank
Wyoming
$70.1K
HFS
2027
Hughes Financial Services
Virginia
$69.3K
KFI
2028
Key Financial Inc
Pennsylvania
$69.3K
PAG
2029
Paladin Advisory Group
Iowa
$67.7K
AWM
2030
Abound Wealth Management
Tennessee
$67.4K
RA
2031
Ransom Advisory
Rhode Island
$66.2K
AWM
2032
Accredited Wealth Management
Kentucky
$65.4K
PP
2033
Pacifica Partners
Canada
$64.5K
RCM
2034
Raleigh Capital Management
North Carolina
$64.4K
AEPWM
2035
Atlantic Edge Private Wealth Management
Florida
$63.8K
DF
2036
Dunhill Financial
United Kingdom
$59.3K
KB
2037
Kimelman & Baird
New York
$59.1K
BWL
2038
Bogart Wealth LLC
Virginia
$58.3K
RS
2039
Rakuten Securities
Japan
$58.3K
Q1WB
2040
Quest 10 Wealth Builders
Virginia
$58K
KPP
2041
Kings Path Partners
Texas
$56.7K
CIAS
2042
CBIZ Investment Advisory Services
Ohio
$56.7K
RA
2043
Rational Advisors
New York
$56.7K
RWM
2044
Rialto Wealth Management
New York
$55.9K
VIS
2045
Vega Investment Solutions
France
$54.3K
FUBT
2046
First United Bank & Trust
Maryland
$53.6K
AP
2047
Atwood & Palmer
Missouri
$52.8K
PSB
2048
Piscataqua Savings Bank
New Hampshire
$51.2K
S
2049
Sachetta
Massachusetts
$49.6K
QWM
2050
Quaker Wealth Management
New Jersey
$48.8K