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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
WSCM
1101
Wellington Shields Capital Management
New York
$1.25M
DWM
1102
Dakota Wealth Management
Florida
$1.24M
HCM
1103
Howland Capital Management
Massachusetts
$1.23M
PFA
1104
Pure Financial Advisors
California
$1.23M
QWM
1105
Quadcap Wealth Management
Texas
$1.23M
VCM
1106
Verde Capital Management
Michigan
$1.23M
CCG
1107
Ceeto Capital Group
Florida
$1.23M
EP
1108
Edgestream Partners
New Jersey
$1.23M
BPCE
1109
Bank Pictet & Cie (Europe)
Germany
$1.22M
FCH
1110
Freestone Capital Holdings
Washington
$1.22M
RWM
1111
Rockline Wealth Management
New York
$1.22M
SC
1112
SummitTX Capital
Texas
$1.21M
FA
1113
Fiduciary Alliance
South Carolina
$1.21M
KIC
1114
Kensington Investment Counsel
California
$1.21M
TPA
1115
Trivium Point Advisory
Connecticut
$1.21M
NPT
1116
Nixon Peabody Trust
Massachusetts
$1.21M
SIA
1117
Schear Investment Advisers
Ohio
$1.2M
MPIA
1118
Milestones Private Investment Advisors
New York
$1.2M
CPW
1119
Cove Private Wealth
New York
$1.19M
MOS
1120
MGO One Seven
Ohio
$1.19M
BTI
1121
Blue Trust Inc
Georgia
$1.18M
AWAU
1122
Alliance Wealth Advisors (Utah)
Utah
$1.18M
SMA
1123
Sage Mountain Advisors
Georgia
$1.18M
IQI
1124
Integrated Quantitative Investments
Washington
$1.17M
RCG
1125
Regatta Capital Group
California
$1.17M