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Intuit

2,192 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, 935 increasing their positions, 721 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 721

10% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 193

1% less funds holding

Funds holding: 2,2082,192 (-16)

7% less call options, than puts

Call options by funds: $3.33B | Put options by funds: $3.58B

1.33% less ownership

Funds ownership: 85.63%84.31% (-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
2,192
Holders Change
-16
Holders Change %
-0.72%
% of All Funds
28.77%
Holding in Top 10
55
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-42.11%
% of All Funds
0.72%
New
212
Increased
935
Reduced
721
Closed
193
Calls
$3.33B
Puts
$3.58B
Net Calls
-$244M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1301
LVW Advisors
New York
$747K +$47.6K +66 +6%
RPWA
1302
Regent Peak Wealth Advisors
Georgia
$744K +$785K +1,089 New
SMA
1303
Seven Mile Advisory
New Jersey
$742K +$110K +153 +16%
HWA
1304
Heritage Wealth Advisors
Virginia
$740K -$95.9K -133 -11%
1SB
1305
1ST Source Bank
Indiana
$740K
BFM
1306
Boothbay Fund Management
New York
$738K +$427K +593 +122%
KLCM
1307
KG&L Capital Management
Louisiana
$736K +$777K +1,078 New
EB
1308
Eastern Bank
Massachusetts
$735K -$29.6K -41 -4%
VWM
1309
Valley Wealth Managers
New Jersey
$733K +$774K +1,074 New
NG
1310
Novem Group
New York
$733K +$176K +244 +29%
RDWM
1311
Red Door Wealth Management
Tennessee
$732K +$15.1K +21 +2%
ECA
1312
Elevated Capital Advisors
Utah
$732K -$218K -303 -22%
WA
1313
Wealth Architects
California
$732K -$93K -129 -11%
GC
1314
Grimes & Company
Massachusetts
$731K +$492K +683 +176%
PWS
1315
Precision Wealth Strategies
Missouri
$729K +$12.3K +17 +2%
APW
1316
Aventura Private Wealth
Florida
$729K +$33.9K +47 +5%
PT
1317
Plimoth Trust
Massachusetts
$725K -$39.6K -55 -5%
SFCL
1318
Strengthening Families & Communities LLC
Massachusetts
$720K +$760K +1,054 New
BRWA
1319
B. Riley Wealth Advisors
Florida
$719K +$145K +201 +24%
DCM
1320
DGS Capital Management
New Jersey
$717K +$70.6K +98 +10%
VHAM
1321
Van Hulzen Asset Management
California
$715K -$85.1K -118 -10%
RCAG
1322
Rehmann Capital Advisory Group
Michigan
$714K +$752K +1,043 New
EAM
1323
Exane Asset Management
France
$712K +$639K +887 New
ICP
1324
Interchange Capital Partners
Pennsylvania
$710K +$241K +334 +47%
OFG
1325
OmniStar Financial Group
North Carolina
$710K +$750K +1,040 New

INTU Hedge Fund Activity: Q3 2025 in Review

2,192 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2025, worth a combined $160B — down 15% from $188B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new INTU positions and 193 closed out — a net gain of 19 holders — while 935 added to existing stakes and 721 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.26B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.38B.

  • 2,192 institutional investors held Intuit (INTU) as of Q3 2025, down from 2,208 in Q2 2025.
  • Funds reported $160B of Intuit stock for Q3 2025, down 15% quarter-over-quarter.
  • 212 funds opened new Intuit positions in Q3 2025 and 193 closed out, a net change of +19 holders.
  • The largest Intuit buyer in Q3 2025 was JP Morgan Chase, an estimated $1.26B added.
  • The largest Intuit seller in Q3 2025 was T. Rowe Price Associates, an estimated $1.38B sold.

Based on aggregated 13F filings for Q3 2025.