INTU icon

Intuit

2,180 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, 930 increasing their positions, 718 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 funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1.33% less ownership

Funds ownership: 85.55%84.22% (-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
2,180
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
KLCM
1301
KG&L Capital Management
Louisiana
$736K
EB
1302
Eastern Bank
Massachusetts
$735K
VWM
1303
Valley Wealth Managers
New Jersey
$733K
NG
1304
Novem Group
New York
$733K
RDWM
1305
Red Door Wealth Management
Tennessee
$732K
ECA
1306
Elevated Capital Advisors
Utah
$732K
WA
1307
Wealth Architects
California
$732K
GC
1308
Grimes & Company
Massachusetts
$731K
PWS
1309
Precision Wealth Strategies
Missouri
$729K
APW
1310
Aventura Private Wealth
Florida
$729K
PT
1311
Plimoth Trust
Massachusetts
$725K
SFCL
1312
Strengthening Families & Communities LLC
Massachusetts
$720K
BRWA
1313
B. Riley Wealth Advisors
Florida
$719K
DCM
1314
DGS Capital Management
New Jersey
$717K
VHAM
1315
Van Hulzen Asset Management
California
$715K
RCAG
1316
Rehmann Capital Advisory Group
Michigan
$714K
EAM
1317
Exane Asset Management
France
$712K
ICP
1318
Interchange Capital Partners
Pennsylvania
$710K
OFG
1319
OmniStar Financial Group
North Carolina
$710K
SCP
1320
Sivia Capital Partners
California
$710K
LFG
1321
Larson Financial Group
Missouri
$708K
WBG
1322
Wharton Business Group
Pennsylvania
$707K
1CP
1323
17 Capital Partners
Arizona
$705K
MFA
1324
Mayflower Financial Advisors
Massachusetts
$704K
SW
1325
Simplicity Wealth
New Jersey
$702K