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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
SFCL
1301
Strengthening Families & Communities LLC
Massachusetts
$720K
BRWA
1302
B. Riley Wealth Advisors
Florida
$719K
VHAM
1303
Van Hulzen Asset Management
California
$715K
RCAG
1304
Rehmann Capital Advisory Group
Michigan
$714K
EAM
1305
Exane Asset Management
France
$712K
ICP
1306
Interchange Capital Partners
Pennsylvania
$710K
OFG
1307
OmniStar Financial Group
North Carolina
$710K
SCP
1308
Sivia Capital Partners
California
$710K
LFG
1309
Larson Financial Group
Missouri
$708K
WBG
1310
Wharton Business Group
Pennsylvania
$707K
1CP
1311
17 Capital Partners
Arizona
$705K
MFA
1312
Mayflower Financial Advisors
Massachusetts
$704K
SW
1313
Simplicity Wealth
New Jersey
$702K
OFG
1314
Oxford Financial Group
Indiana
$699K
SGI
1315
Summit Global Investments
Utah
$697K
BF
1316
Brucke Financial
Indiana
$696K
BWCS
1317
Beirne Wealth Consulting Services
Connecticut
$696K
EWA
1318
Exencial Wealth Advisors
Oklahoma
$696K
TWM
1319
Trevian Wealth Management
Massachusetts
$690K
TIA
1320
Tiemann Investment Advisors
California
$688K
WAG
1321
Wallace Advisory Group
California
$686K
C
1322
Certuity
Florida
$684K
PI
1323
Pettee Investors
Connecticut
$684K
RC
1324
RBF Capital
California
$683K
PL
1325
Plancorp LLC
Missouri
$679K