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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
ECA
1301
Elevated Capital Advisors
Utah
$732K
WA
1302
Wealth Architects
California
$732K
GC
1303
Grimes & Company
Massachusetts
$731K
PWS
1304
Precision Wealth Strategies
Missouri
$729K
APW
1305
Aventura Private Wealth
Florida
$729K
PT
1306
Plimoth Trust
Massachusetts
$725K
SFCL
1307
Strengthening Families & Communities LLC
Massachusetts
$720K
BRWA
1308
B. Riley Wealth Advisors
Florida
$719K
VHAM
1309
Van Hulzen Asset Management
California
$715K
RCAG
1310
Rehmann Capital Advisory Group
Michigan
$714K
EAM
1311
Exane Asset Management
France
$712K
ICP
1312
Interchange Capital Partners
Pennsylvania
$710K
OFG
1313
OmniStar Financial Group
North Carolina
$710K
SCP
1314
Sivia Capital Partners
California
$710K
LFG
1315
Larson Financial Group
Missouri
$708K
WBG
1316
Wharton Business Group
Pennsylvania
$707K
1CP
1317
17 Capital Partners
Arizona
$705K
MFA
1318
Mayflower Financial Advisors
Massachusetts
$704K
SW
1319
Simplicity Wealth
New Jersey
$702K
OFG
1320
Oxford Financial Group
Indiana
$699K
SGI
1321
Summit Global Investments
Utah
$697K
BF
1322
Brucke Financial
Indiana
$696K
BWCS
1323
Beirne Wealth Consulting Services
Connecticut
$696K
EWA
1324
Exencial Wealth Advisors
Oklahoma
$696K
TWM
1325
Trevian Wealth Management
Massachusetts
$690K