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Intuit

2,168 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, 921 increasing their positions, 717 reducing their positions, and 194 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:

1.41% less ownership

Funds ownership: 85.57%84.16% (-1.4%)

15% less capital invested

Capital invested by funds: $188B → $160B (-$27.6B)

42% less funds holding in top 10

Funds holding in top 10: 9555 (-40)

Holders
2,168
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
ANTB
1226
AMG National Trust Bank
Colorado
$873K
FC
1227
Farringdon Capital
United Kingdom
$873K
HPM
1228
Hoxton Planning & Management
West Virginia
$871K
AW
1229
Alteri Wealth
California
$871K
WFPG
1230
Waller Financial Planning Group
Ohio
$869K
IFWM
1231
Institute for Wealth Management
Colorado
$865K
SFC
1232
SYM Financial Corp
Indiana
$865K
AWM
1233
Act Wealth Management
Texas
$864K
UBG
1234
United Bank (Georgia)
Georgia
$863K
SA
1235
Sovran Advisors
California
$860K
HT
1236
Heritage Trust
Oklahoma
$860K
TPWA
1237
Twin Peaks Wealth Advisors
California
$857K
NAS
1238
Nicolet Advisory Services
Wisconsin
$850K
WC
1239
Waterloo Capital
Texas
$848K
AA
1240
Ancora Advisors
Ohio
$847K
SWP
1241
Strategic Wealth Partners
Ohio
$841K
WCM
1242
Weaver Capital Management
Georgia
$841K
HIA
1243
Harbor Investment Advisory
Maryland
$840K
MFG
1244
Magnus Financial Group
New York
$837K
CPA
1245
Cardiff Park Advisors
California
$835K
LAM
1246
LECAP Asset Management
United Kingdom
$830K
HIM
1247
Hanlon Investment Management
New Jersey
$830K
FAFN
1248
First Affirmative Financial Network
Colorado
$829K
ARMT
1249
Amica Retiree Medical Trust
Rhode Island
$828K
NSIM
1250
North Star Investment Management
Illinois
$827K