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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
IFWM
1226
Institute for Wealth Management
Colorado
$865K
SFC
1227
SYM Financial Corp
Indiana
$865K
AWM
1228
Act Wealth Management
Texas
$864K
UBG
1229
United Bank (Georgia)
Georgia
$863K
SA
1230
Sovran Advisors
California
$860K
HT
1231
Heritage Trust
Oklahoma
$860K
TPWA
1232
Twin Peaks Wealth Advisors
California
$857K
NAS
1233
Nicolet Advisory Services
Wisconsin
$850K
WC
1234
Waterloo Capital
Texas
$848K
AA
1235
Ancora Advisors
Ohio
$847K
SWP
1236
Strategic Wealth Partners
Ohio
$841K
WCM
1237
Weaver Capital Management
Georgia
$841K
HIA
1238
Harbor Investment Advisory
Maryland
$840K
MFG
1239
Magnus Financial Group
New York
$837K
CPA
1240
Cardiff Park Advisors
California
$835K
LAM
1241
LECAP Asset Management
United Kingdom
$830K
HIM
1242
Hanlon Investment Management
New Jersey
$830K
FAFN
1243
First Affirmative Financial Network
Colorado
$829K
ARMT
1244
Amica Retiree Medical Trust
Rhode Island
$828K
NSIM
1245
North Star Investment Management
Illinois
$827K
ST
1246
Spinnaker Trust
Maine
$822K
HWA
1247
HCR Wealth Advisors
California
$822K
NI
1248
Natural Investments
California
$820K
PFBT
1249
Parkside Financial Bank & Trust
Missouri
$819K
MAM
1250
Madison Asset Management
Wisconsin
$819K