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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
SG
1026
StoneX Group
New York
$1.5M
MYIA
1027
Mount Yale Investment Advisors
Colorado
$1.49M
RFA
1028
ROI Financial Advisors
Oregon
$1.49M
MCM
1029
McRae Capital Management
New Jersey
$1.49M
SSWM
1030
Smith Salley Wealth Management
North Carolina
$1.48M
HS
1031
HighVista Strategies
Massachusetts
$1.48M
TWM
1032
Trueblood Wealth Management
Ohio
$1.48M
MFS
1033
Mirabella Financial Services
United Kingdom
$1.48M
QWP
1034
Quotient Wealth Partners
Texas
$1.47M
AFT
1035
Alpha Family Trust
California
$1.47M
NWMG
1036
Nicholson Wealth Management Group
South Carolina
$1.46M
CF
1037
Convergence Financial
Missouri
$1.45M
JFG
1038
Jefferies Financial Group
New York
$1.44M
PWP
1039
Precedent Wealth Partners
Texas
$1.44M
FHA
1040
Flagship Harbor Advisors
Massachusetts
$1.43M
SC
1041
Shuttleworth & Co
Ohio
$1.43M
SC
1042
Stance Capital
Massachusetts
$1.42M
ADL
1043
Asset Dedication LLC
California
$1.42M
MI
1044
Motiv8 Investments
Florida
$1.42M
QIM
1045
Quantitative Investment Management
Virginia
$1.41M
PA
1046
Procyon Advisors
Connecticut
$1.41M
WWM
1047
Waterway Wealth Management
Texas
$1.41M
FFN
1048
Focus Financial Network
Minnesota
$1.41M
SAA
1049
Southeast Asset Advisors
Georgia
$1.41M
FFS
1050
Founders Financial Securities
Maryland
$1.4M