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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
SWGC
1201
Summit Wealth Group (Colorado)
Colorado
$958K
GWM
1202
Gibbs Wealth Management
Georgia
$957K
EFS
1203
Essex Financial Services
Connecticut
$957K
CGL
1204
Clarius Group LLC
Washington
$955K
GWA
1205
Gratus Wealth Advisors
Virginia
$954K
APP
1206
Avantax Planning Partners
Iowa
$947K
PWP
1207
Principle Wealth Partners
Connecticut
$947K
RWPA
1208
Richard W. Paul & Associates
Michigan
$943K
AA
1209
Alta Advisers
United Kingdom
$934K
PWAM
1210
Pinnacle West Asset Management
Wyoming
$932K
GAMC
1211
Garner Asset Management Corp
Texas
$922K
LCWP
1212
Legacy Capital Wealth Partners
Arkansas
$922K
RCM
1213
Riverpark Capital Management
New York
$921K
WFI
1214
West Family Investments
California
$920K
MIA
1215
MMBG Investment Advisors
Florida
$919K
CCIA
1216
Campbell & Co Investment Adviser
Maryland
$914K
HIMC
1217
Heritage Investors Management Corp
Maryland
$914K
IAN
1218
Integrated Advisors Network
Texas
$913K
MFIM
1219
Mesirow Financial Investment Management
Illinois
$912K
HG
1220
Harbor Group
New Hampshire
$908K
TS
1221
Triglav Skladi
Slovenia
$905K
GWP
1222
Gen-Wealth Partners
Michigan
$904K
CBA
1223
Coastal Bridge Advisors
Connecticut
$904K
CIG
1224
Cascade Investment Group
Colorado
$904K
GSIAS
1225
Garden State Investment Advisory Services
New Jersey
$899K