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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
CPWA
1326
Cerro Pacific Wealth Advisors
California
$676K
PPW
1327
Parcion Private Wealth
Washington
$675K
EDRH
1328
Edmond de Rothschild Holding
Switzerland
$671K
MA
1329
MONECO Advisors
Connecticut
$666K
FAN
1330
Financial Advisors Network
California
$662K
TWM
1331
Tolleson Wealth Management
Texas
$662K
FFA
1332
Founders Financial Alliance
North Carolina
$661K
SIA
1333
SGL Investment Advisors
Montana
$656K
IC
1334
Inscription Capital
Texas
$656K
PWMAG
1335
Pinnacle Wealth Management Advisory Group
New Jersey
$656K
CWG
1336
Cornerstone Wealth Group
North Carolina
$651K
HIP
1337
HUB Investment Partners
Texas
$651K
CPA
1338
Capital Performance Advisors
California
$650K
AF
1339
Aviso Financial
Ontario, Canada
$649K
HFW
1340
Horizon Family Wealth
Illinois
$646K
SHFA
1341
SS&H Financial Advisors
Michigan
$646K
VFA
1342
Values First Advisors
Tennessee
$644K
DA
1343
Denali Advisors
California
$641K
SWGC
1344
Summit Wealth Group (Colorado)
Colorado
$637K
FAM
1345
Formidable Asset Management
Ohio
$634K
CD
1346
Chapin Davis
Maryland
$632K
BIA
1347
Bell Investment Advisors
California
$632K
WA
1348
Wealthstar Advisors
Texas
$632K
IC
1349
Iconiq Capital
California
$631K
BOM
1350
Bank of Marin
California
$630K