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Intuit

2,160 hedge funds and large institutions have $160B invested in Intuit in 2025 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 917 increasing their positions, 714 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

1.32% less ownership

Funds ownership: 85.46%84.14% (-1.3%)

15% less capital invested

Capital invested by funds: $188B → $160B (-$27.4B)

42% less funds holding in top 10

Funds holding in top 10: 9555 (-40)

Holders
2,160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.33B
Puts
$3.58B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
776
Ritholtz Wealth Management
New York
$3.7M
MWA
777
Monograph Wealth Advisors
California
$3.7M
UW
778
Unique Wealth
Florida
$3.7M
ET
779
Equitable Trust
Tennessee
$3.66M
FBT
780
First Bank & Trust
South Dakota
$3.65M
LCM
781
Logan Capital Management
Pennsylvania
$3.64M
NW
782
NewEdge Wealth
Pennsylvania
$3.64M
AI
783
Advent International
Massachusetts
$3.63M
MK
784
MASTERINVEST Kapitalanlage
$3.6M
GIC
785
Generali Investments CEE
Czech Republic
$3.59M
RC
786
Roundview Capital
New Jersey
$3.58M
OHIS
787
Oak Harvest Investment Services
Texas
$3.56M
BPA
788
Beacon Pointe Advisors
California
$3.56M
OCAM
789
Onex Canada Asset Management
Ontario, Canada
$3.55M
BP
790
Ballentine Partners
Massachusetts
$3.54M
RA
791
Rational Advisors
New York
$3.54M
GC
792
Guardian Capital
Ontario, Canada
$3.53M
LRIC
793
Long Road Investment Counsel
Michigan
$3.53M
SF
794
Synovus Financial
Georgia
$3.52M
TBC
795
Ted Buchan & Co
California
$3.52M
SAM
796
S.A. Mason
Michigan
$3.51M
GS
797
GTS Securities
New York
$3.45M
CTC
798
Central Trust Company
Missouri
$3.41M
VFM
799
Viking Fund Management
North Dakota
$3.41M
SC
800
Scotia Capital
Ontario, Canada
$3.41M