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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
PCG
1276
PFC Capital Group
California
$768K
CM
1277
Capula Management
Cayman Islands
$763K
CCWM
1278
Correct Capital Wealth Management
Missouri
$762K
RMCM
1279
Reynders McVeigh Capital Management
Massachusetts
$759K
MLL
1280
Moody Lynn & Lieberson
Massachusetts
$759K
BCG
1281
Breakwater Capital Group
New Jersey
$758K
EAM
1282
Empirical Asset Management
Massachusetts
$757K
WI
1283
WBI Investments
New Jersey
$757K
DS
1284
DRW Securities
Illinois
$755K
PWM
1285
Prosperity Wealth Management
California
$753K
VW
1286
Vance Wealth
California
$751K
CT
1287
Clearstead Trust
Maine
$749K
AT
1288
American Trust
Kentucky
$748K
AWM
1289
Avior Wealth Management
Nebraska
$747K
LA
1290
LVW Advisors
New York
$747K
RPWA
1291
Regent Peak Wealth Advisors
Georgia
$744K
SMA
1292
Seven Mile Advisory
New Jersey
$742K
HWA
1293
Heritage Wealth Advisors
Virginia
$740K
1SB
1294
1ST Source Bank
Indiana
$740K
BFM
1295
Boothbay Fund Management
New York
$738K
KLCM
1296
KG&L Capital Management
Louisiana
$736K
EB
1297
Eastern Bank
Massachusetts
$735K
VWM
1298
Valley Wealth Managers
New Jersey
$733K
NG
1299
Novem Group
New York
$733K
RDWM
1300
Red Door Wealth Management
Tennessee
$732K