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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
RWB
926
RMR Wealth Builders
New Jersey
$2.25M
GIA
927
Gladstone Institutional Advisory
Florida
$2.24M
CYG
928
Clean Yield Group
Vermont
$2.23M
UF
929
Univest Financial
Pennsylvania
$2.23M
TC
930
TownSquare Capital
Utah
$2.22M
VA
931
Valmark Advisers
Ohio
$2.21M
RCM
932
RB Capital Management
Nevada
$2.21M
GAG
933
GM Advisory Group
New York
$2.21M
TAM
934
Trust Asset Management
Texas
$2.2M
AIIMS
935
Analyst IMS Investment Management Services
Israel
$2.18M
KIM
936
Kestra Investment Management
Texas
$2.18M
AG
937
Ascent Group
Virginia
$2.17M
CSC
938
Caldwell Sutter Capital
California
$2.16M
SWMG
939
Signature Wealth Management Group
Georgia
$2.16M
SC
940
Scratch Capital
Idaho
$2.13M
CAG
941
Crestwood Advisors Group
Massachusetts
$2.13M
MAM
942
Meeder Asset Management
Ohio
$2.12M
HIIFS
943
Harel Insurance Investments & Financial Services
Israel
$2.11M
SYBT
944
Stock Yards Bank & Trust
Kentucky
$2.11M
PWG
945
Portside Wealth Group
Utah
$2.11M
OIA
946
OneDigital Investment Advisors
Kansas
$2.09M
QI
947
Qtron Investments
Massachusetts
$2.09M
GM
948
GeoWealth Management
Illinois
$2.09M
BAAM
949
Baker Avenue Asset Management
California
$2.08M
SFS
950
Stiles Financial Services
Minnesota
$2.07M