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Intuit

2,168 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, 922 increasing their positions, 716 reducing their positions, and 194 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:

1.41% less ownership

Funds ownership: 85.57%84.16% (-1.4%)

15% less capital invested

Capital invested by funds: $188B → $160B (-$27.6B)

42% less funds holding in top 10

Funds holding in top 10: 9555 (-40)

Holders
2,168
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
CWM
901
Circle Wealth Management
New Jersey
$2.39M
GCC
902
Game Creek Capital
Massachusetts
$2.39M
BG
903
BDF Gestion
France
$2.39M
LNB
904
Ledyard National Bank
$2.38M
AWA
905
Aaron Wealth Advisors
Illinois
$2.36M
VWM
906
Venturi Wealth Management
Texas
$2.35M
SB
907
SIG Brokerage
New York
$2.35M
ES
908
Element Squared
Minnesota
$2.34M
FMWA
909
Forvis Mazars Wealth Advisors
Missouri
$2.33M
BTW
910
Boston Trust Walden
Massachusetts
$2.33M
BFG
911
Berger Financial Group
Minnesota
$2.31M
EFG
912
Everhart Financial Group
Ohio
$2.31M
PCM
913
Penserra Capital Management
California
$2.3M
TFP
914
Tilia Fiduciary Partners
North Carolina
$2.29M
WS
915
Wedbush Securities
California
$2.28M
BMCM
916
Bryn Mawr Capital Management
Pennsylvania
$2.28M
FBC
917
Fairfield, Bush & Co
Connecticut
$2.28M
IWC
918
Integrated Wealth Concepts
Massachusetts
$2.28M
EIP
919
Ellis Investment Partners
Pennsylvania
$2.28M
MUAMU
920
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.25M
GIA
921
Gateway Investment Advisers
Ohio
$2.25M
RWB
922
RMR Wealth Builders
New Jersey
$2.25M
GIA
923
Gladstone Institutional Advisory
Florida
$2.24M
CYG
924
Clean Yield Group
Vermont
$2.23M
UF
925
Univest Financial
Pennsylvania
$2.23M