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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
BCG
1276
Breakwater Capital Group
New Jersey
$758K
EAM
1277
Empirical Asset Management
Massachusetts
$757K
WI
1278
WBI Investments
New Jersey
$757K
DS
1279
DRW Securities
Illinois
$755K
PWM
1280
Prosperity Wealth Management
California
$753K
VW
1281
Vance Wealth
California
$751K
CT
1282
Clearstead Trust
Maine
$749K
AT
1283
American Trust
Kentucky
$748K
AWM
1284
Avior Wealth Management
Nebraska
$747K
LA
1285
LVW Advisors
New York
$747K
RPWA
1286
Regent Peak Wealth Advisors
Georgia
$744K
SMA
1287
Seven Mile Advisory
New Jersey
$742K
HWA
1288
Heritage Wealth Advisors
Virginia
$740K
1SB
1289
1ST Source Bank
Indiana
$740K
BFM
1290
Boothbay Fund Management
New York
$738K
KLCM
1291
KG&L Capital Management
Louisiana
$736K
EB
1292
Eastern Bank
Massachusetts
$735K
VWM
1293
Valley Wealth Managers
New Jersey
$733K
NG
1294
Novem Group
New York
$733K
RDWM
1295
Red Door Wealth Management
Tennessee
$732K
ECA
1296
Elevated Capital Advisors
Utah
$732K
WA
1297
Wealth Architects
California
$732K
GC
1298
Grimes & Company
Massachusetts
$731K
PWS
1299
Precision Wealth Strategies
Missouri
$729K
PT
1300
Plimoth Trust
Massachusetts
$725K