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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
DCM
801
Davidson Capital Management
Texas
$3.4M
KC
802
Katamaran Capital
United Kingdom
$3.4M
GP
803
Guardian Partners
Canada
$3.38M
ACM
804
Aljian Capital Management
Nevada
$3.37M
IWA
805
Icon Wealth Advisors
Texas
$3.34M
SAM
806
Smartleaf Asset Management
Massachusetts
$3.34M
FRA
807
Frank Rimerman Advisors
California
$3.33M
WF
808
Welch & Forbes
Massachusetts
$3.31M
MU
809
Mirova US
Massachusetts
$3.31M
PPA
810
Pacific Point Advisors
California
$3.3M
CWM
811
Compass Wealth Management
Connecticut
$3.27M
HI
812
Harrington Investments
California
$3.27M
CHC
813
City Holding Co
West Virginia
$3.25M
Twin Tree Management
814
Twin Tree Management
Texas
$3.25M
KHCM
815
Kirtland Hills Capital Management
Ohio
$3.22M
FCM
816
Fairbanks Capital Management
California
$3.19M
IIM
817
Illumine Investment Management
Washington
$3.19M
ISWM
818
Independent Solutions Wealth Management
New York
$3.19M
DFCM
819
Dark Forest Capital Management
Puerto Rico
$3.18M
BFO
820
Biltmore Family Office
North Carolina
$3.17M
NP
821
NorthRock Partners
Minnesota
$3.16M
Lord, Abbett & Co
822
Lord, Abbett & Co
New Jersey
$3.15M
WIA
823
World Investment Advisors
California
$3.15M
RW
824
RVW Wealth
California
$3.14M
CIC
825
Chilton Investment Company
Connecticut
$3.14M