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Intuit

2,180 hedge funds and large institutions have $160B invested in Intuit in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 930 increasing their positions, 718 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 funds holding

Funds holding:

less call options, than puts

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

1.33% less ownership

Funds ownership: 85.55%84.22% (-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
2,180
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
NW
901
Naviter Wealth
Arkansas
$2.41M
IA
902
IFP Advisors
Florida
$2.4M
CWP
903
Concord Wealth Partners
Virginia
$2.39M
CWM
904
Circle Wealth Management
New Jersey
$2.39M
GCC
905
Game Creek Capital
Massachusetts
$2.39M
BG
906
BDF Gestion
France
$2.39M
LNB
907
Ledyard National Bank
$2.38M
AWA
908
Aaron Wealth Advisors
Illinois
$2.36M
SC
909
Savant Capital
Illinois
$2.36M
VWM
910
Venturi Wealth Management
Texas
$2.35M
SB
911
SIG Brokerage
New York
$2.35M
ES
912
Element Squared
Minnesota
$2.34M
FMWA
913
Forvis Mazars Wealth Advisors
Missouri
$2.33M
BTW
914
Boston Trust Walden
Massachusetts
$2.33M
BFG
915
Berger Financial Group
Minnesota
$2.31M
EFG
916
Everhart Financial Group
Ohio
$2.31M
PCM
917
Penserra Capital Management
California
$2.3M
TFP
918
Tilia Fiduciary Partners
North Carolina
$2.29M
WS
919
Wedbush Securities
California
$2.28M
BMCM
920
Bryn Mawr Capital Management
Pennsylvania
$2.28M
FBC
921
Fairfield, Bush & Co
Connecticut
$2.28M
IWC
922
Integrated Wealth Concepts
Massachusetts
$2.28M
EIP
923
Ellis Investment Partners
Pennsylvania
$2.28M
MUAMU
924
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.25M
GIA
925
Gateway Investment Advisers
Ohio
$2.25M