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Intuit

2,192 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, 935 increasing their positions, 721 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 721

10% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 193

1% less funds holding

Funds holding: 2,2082,192 (-16)

7% less call options, than puts

Call options by funds: $3.33B | Put options by funds: $3.58B

1.33% less ownership

Funds ownership: 85.63%84.31% (-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
2,192
Holders Change
-16
Holders Change %
-0.72%
% of All Funds
28.77%
Holding in Top 10
55
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-42.11%
% of All Funds
0.72%
New
212
Increased
935
Reduced
721
Closed
193
Calls
$3.33B
Puts
$3.58B
Net Calls
-$244M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1201
EverSource Wealth Advisors
Alabama
$984K +$112K +156 +12%
SIA
1202
Soltis Investment Advisors
Utah
$982K +$549K +762 +113%
WAM
1203
Weatherly Asset Management
California
$981K -$10.8K -15 -1%
UWS
1204
Unique Wealth Strategies
Illinois
$976K +$28.8K +40 +3%
BAM
1205
Blueshift Asset Management
New Jersey
$966K +$1.02M +1,415 New
SWGC
1206
Summit Wealth Group (Colorado)
Colorado
$958K +$1.44M +2,002 New
GWM
1207
Gibbs Wealth Management
Georgia
$957K +$745K +1,033 +280%
EFS
1208
Essex Financial Services
Connecticut
$957K -$11.5K -16 -1%
CGL
1209
Clarius Group LLC
Washington
$955K -$688K -955 -41%
GWA
1210
Gratus Wealth Advisors
Virginia
$954K
APP
1211
Avantax Planning Partners
Iowa
$947K +$82.2K +114 +9%
PWP
1212
Principle Wealth Partners
Connecticut
$947K +$5.05K +7 +0.5%
RWPA
1213
Richard W. Paul & Associates
Michigan
$943K -$9.37K -13 -0.9%
AA
1214
Alta Advisers
United Kingdom
$934K +$28.8K +40 +3%
PWAM
1215
Pinnacle West Asset Management
Wyoming
$932K
GAMC
1216
Garner Asset Management Corp
Texas
$922K +$721 +1 +0.1%
LCWP
1217
Legacy Capital Wealth Partners
Arkansas
$922K +$83.6K +116 +9%
RCM
1218
Riverpark Capital Management
New York
$921K -$152K -211 -14%
WFI
1219
West Family Investments
California
$920K +$268K +372 +38%
MIA
1220
MMBG Investment Advisors
Florida
$919K
CCIA
1221
Campbell & Co Investment Adviser
Maryland
$914K +$965K +1,339 New
HIMC
1222
Heritage Investors Management Corp
Maryland
$914K
IAN
1223
Integrated Advisors Network
Texas
$913K +$92.3K +128 +11%
MFIM
1224
Mesirow Financial Investment Management
Illinois
$912K -$38.2K -53 -4%
HG
1225
Harbor Group
New Hampshire
$908K

INTU Hedge Fund Activity: Q3 2025 in Review

2,192 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2025, worth a combined $160B — down 15% from $188B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new INTU positions and 193 closed out — a net gain of 19 holders — while 935 added to existing stakes and 721 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.26B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.38B.

  • 2,192 institutional investors held Intuit (INTU) as of Q3 2025, down from 2,208 in Q2 2025.
  • Funds reported $160B of Intuit stock for Q3 2025, down 15% quarter-over-quarter.
  • 212 funds opened new Intuit positions in Q3 2025 and 193 closed out, a net change of +19 holders.
  • The largest Intuit buyer in Q3 2025 was JP Morgan Chase, an estimated $1.26B added.
  • The largest Intuit seller in Q3 2025 was T. Rowe Price Associates, an estimated $1.38B sold.

Based on aggregated 13F filings for Q3 2025.