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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
PP
1126
PDS Planning
Ohio
$1.17M
IIA
1127
ICW Investment Advisors
Arizona
$1.16M
PL
1128
Parthenon LLC
Kentucky
$1.14M
EAM
1129
Evanson Asset Management
California
$1.14M
MA
1130
MJP Associates
Connecticut
$1.14M
LFAS
1131
Level Four Advisory Services
Texas
$1.14M
NCM
1132
Nelson Capital Management
California
$1.14M
BFO
1133
Boston Family Office
Massachusetts
$1.14M
IWM
1134
IHT Wealth Management
Illinois
$1.13M
WP
1135
Woodline Partners
California
$1.13M
ACM
1136
Advisors Capital Management
New Jersey
$1.13M
BHPW
1137
Beverly Hills Private Wealth
California
$1.13M
EMC
1138
Everest Management Corp
California
$1.13M
FNBT
1139
FineMark National Bank & Trust
Florida
$1.12M
JMFC
1140
J.M. Forbes & Co
Massachusetts
$1.12M
SPC
1141
Sigma Planning Corp
Michigan
$1.11M
WA
1142
WBH Advisory
Maryland
$1.11M
CB
1143
CNB Bank
Pennsylvania
$1.11M
CWP
1144
Curated Wealth Partners
California
$1.11M
RSC
1145
Red Spruce Capital
Pennsylvania
$1.11M
SP
1146
Stablepoint Partners
Massachusetts
$1.1M
CBTWT
1147
Community Bank & Trust (Waco, Texas)
Texas
$1.1M
KWM
1148
Kingsview Wealth Management
Oregon
$1.1M
BA
1149
Bridgewater Advisors
New York
$1.1M
PCM
1150
Palisade Capital Management
New Jersey
$1.08M