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