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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
PPWP
1026
Premier Path Wealth Partners
New Jersey
$1.55M
CPC
1027
Cookson Peirce & Co
Pennsylvania
$1.54M
EH
1028
Equitable Holdings
New York
$1.53M
AO
1029
Advisor OS
Illinois
$1.53M
AT
1030
Arlington Trust
Alabama
$1.52M
JSW
1031
Journey Strategic Wealth
New Jersey
$1.52M
GDP
1032
Great Diamond Partners
Maine
$1.52M
SFFS
1033
Stonehage Fleming Financial Services
Jersey
$1.52M
NS
1034
NBC Securities
Alabama
$1.51M
QC
1035
Quent Capital
New York
$1.51M
SG
1036
StoneX Group
New York
$1.5M
MYIA
1037
Mount Yale Investment Advisors
Colorado
$1.49M
RFA
1038
ROI Financial Advisors
Oregon
$1.49M
MCM
1039
McRae Capital Management
New Jersey
$1.49M
SSWM
1040
Smith Salley Wealth Management
North Carolina
$1.48M
HS
1041
HighVista Strategies
Massachusetts
$1.48M
TWM
1042
Trueblood Wealth Management
Ohio
$1.48M
MFS
1043
Mirabella Financial Services
United Kingdom
$1.48M
QWP
1044
Quotient Wealth Partners
Texas
$1.47M
AFT
1045
Alpha Family Trust
California
$1.47M
NWMG
1046
Nicholson Wealth Management Group
South Carolina
$1.46M
CF
1047
Convergence Financial
Missouri
$1.45M
JFG
1048
Jefferies Financial Group
New York
$1.44M
PWP
1049
Precedent Wealth Partners
Texas
$1.44M
FHA
1050
Flagship Harbor Advisors
Massachusetts
$1.43M