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Intuit

2,157 hedge funds and large institutions have $160B invested in Intuit in 2025 Q3 according to their latest regulatory filings, with 214 funds opening new positions, 915 increasing their positions, 713 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
2,157
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
AWA
901
Aaron Wealth Advisors
Illinois
$2.36M
VWM
902
Venturi Wealth Management
Texas
$2.35M
SB
903
SIG Brokerage
New York
$2.35M
ES
904
Element Squared
Minnesota
$2.34M
FMWA
905
Forvis Mazars Wealth Advisors
Missouri
$2.33M
BTW
906
Boston Trust Walden
Massachusetts
$2.33M
BFG
907
Berger Financial Group
Minnesota
$2.31M
EFG
908
Everhart Financial Group
Ohio
$2.31M
PCM
909
Penserra Capital Management
California
$2.3M
TFP
910
Tilia Fiduciary Partners
North Carolina
$2.29M
WS
911
Wedbush Securities
California
$2.28M
BMCM
912
Bryn Mawr Capital Management
Pennsylvania
$2.28M
FBC
913
Fairfield, Bush & Co
Connecticut
$2.28M
IWC
914
Integrated Wealth Concepts
Massachusetts
$2.28M
EIP
915
Ellis Investment Partners
Pennsylvania
$2.28M
MUAMU
916
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.25M
GIA
917
Gateway Investment Advisers
Ohio
$2.25M
RWB
918
RMR Wealth Builders
New Jersey
$2.25M
GIA
919
Gladstone Institutional Advisory
Florida
$2.24M
CYG
920
Clean Yield Group
Vermont
$2.23M
UF
921
Univest Financial
Pennsylvania
$2.23M
TC
922
TownSquare Capital
Utah
$2.22M
VA
923
Valmark Advisers
Ohio
$2.21M
RCM
924
RB Capital Management
Nevada
$2.21M
GAG
925
GM Advisory Group
New York
$2.21M