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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
29.12%
Holding in Top 10
94
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+38.24%
% of All Funds
1.26%
New
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 %
CSB
2051
City State Bank
Iowa
$39.4K – – –
BCM
2052
Boreal Capital Management
Florida
$39.4K +$39.4K +50 New
BA
2053
Bellwether Advisors
Nebraska
$37K +$37K +47 New
RWM
2054
RMG Wealth Management
Wisconsin
$36.9K +$36.9K +49 New
OAJ
2055
Ogorek Anthony Joseph
New York
$36K +$6.26K +8 +21%
DPW
2056
DiNuzzo Private Wealth
Pennsylvania
$35.4K +$788 +1 +2%
KG
2057
Kilter Group
New York
$35.4K +$35.4K +45 New
SAS
2058
Spurstone Advisory Services
Connecticut
$35.4K +$35.4K +45 New
TIM
2059
Total Investment Management
Arizona
$33.1K +$33.1K +42 New
FC
2060
Fairscale Capital
New Hampshire
$32.2K +$26.7K +34 +486%
CWM
2061
Copia Wealth Management
Oregon
$31.5K – – –
LFA
2062
LGT Financial Advisors
Texas
$31.5K +$31.5K +40 New
MA
2063
MCF Advisors
Kentucky
$30.7K – – –
RI
2064
Ridgewood Investments
New Jersey
$30.7K +$7.88K +10 +34%
TWD
2065
True Wealth Design
Ohio
$28.8K +$21K +27 +270%
SHM
2066
Sagard Holdings Management
Ontario, Canada
$28.4K +$28.4K +36 New
DWM
2067
Dogwood Wealth Management
Kansas
$28.1K +$14.8K +19 +112%
TF
2068
Tompkins Financial
New York
$27.6K – – –
WIM
2069
Westside Investment Management
California
$26.5K +$16.4K +21 +162%
CWM
2070
Centricity Wealth Management
Ohio
$26K – – –
HNW
2071
High Note Wealth
Minnesota
$25.2K -$788 -1 -3%
OPTFSNA
2072
Old Point Trust & Financial Services N A
Virginia
$25.2K – – –
FRA
2073
Front Row Advisors
California
$25.2K – – –
TIM
2074
Tortoise Investment Management
New York
$25.2K +$21.3K +27 +540%
NCM
2075
Northwest Capital Management
Oregon
$24.4K -$3.94K -5 -14%
81 82
83
84 85