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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
CLOS
1076
Compagnie Lombard Odier SCmA
Switzerland
$1.35M
APW
1077
Austin Private Wealth
Texas
$1.34M
FCP
1078
Fidelis Capital Partners
Florida
$1.34M
PWPS
1079
Pinnacle Wealth Planning Services
Ohio
$1.34M
BWM
1080
BAM Wealth Management
Colorado
$1.34M
FWM
1081
FSA Wealth Management
Massachusetts
$1.33M
IAS
1082
Insigneo Advisory Services
Florida
$1.33M
FFM
1083
Forum Financial Management
Illinois
$1.32M
WH
1084
Wallace Hart
Kentucky
$1.32M
LT
1085
Legacy Trust
Michigan
$1.32M
ZF
1086
Zhang Financial
Michigan
$1.32M
IB
1087
Intrust Bank
Kansas
$1.31M
RA
1088
RFG Advisory
Alabama
$1.31M
SRL
1089
Scientech Research LLC
New Jersey
$1.3M
GWS
1090
Greykasell Wealth Strategies
California
$1.3M
NB
1091
Nicolet Bankshares
Wisconsin
$1.3M
BOC
1092
Barbara Oil Co
Illinois
$1.3M
TPI
1093
Trust Point Inc
Wisconsin
$1.29M
RAM
1094
Ramirez Asset Management
New York
$1.28M
OPA
1095
Old Port Advisors
Maine
$1.28M
CL
1096
CVFG LLC
Indiana
$1.28M
RA
1097
RiverPark Advisors
New York
$1.28M
TF
1098
Trek Financial
Arizona
$1.28M
VCA
1099
Verdence Capital Advisors
Maryland
$1.27M
AM
1100
Account Management
Massachusetts
$1.27M