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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
SCP
1326
Sivia Capital Partners
California
$710K +$110K +153 +17%
LFG
1327
Larson Financial Group
Missouri
$708K +$212K +294 +40%
WBG
1328
Wharton Business Group
Pennsylvania
$707K
1CP
1329
17 Capital Partners
Arizona
$705K +$52.6K +73 +8%
MFA
1330
Mayflower Financial Advisors
Massachusetts
$704K +$89.4K +124 +14%
SW
1331
Simplicity Wealth
New Jersey
$702K -$427K -592 -37%
OFG
1332
Oxford Financial Group
Indiana
$699K +$44.7K +62 +6%
SGI
1333
Summit Global Investments
Utah
$697K -$1.03M -1,427 -58%
BF
1334
Brucke Financial
Indiana
$696K +$159K +220 +27%
BWCS
1335
Beirne Wealth Consulting Services
Connecticut
$696K +$735K +1,019 New
EWA
1336
Exencial Wealth Advisors
Oklahoma
$696K +$76.4K +106 +12%
TWM
1337
Trevian Wealth Management
Massachusetts
$690K +$728K +1,010 New
TIA
1338
Tiemann Investment Advisors
California
$688K +$10.8K +15 +2%
WAG
1339
Wallace Advisory Group
California
$686K -$36K -50 -5%
C
1340
Certuity
Florida
$684K +$2.88K +4 +0.4%
PI
1341
Pettee Investors
Connecticut
$684K +$722K +1,001 New
RC
1342
RBF Capital
California
$683K
PL
1343
Plancorp LLC
Missouri
$679K -$10.1K -14 -1%
CPWA
1344
Cerro Pacific Wealth Advisors
California
$676K -$27.4K -38 -4%
PPW
1345
Parcion Private Wealth
Washington
$675K +$154K +214 +28%
EDRH
1346
Edmond de Rothschild Holding
Switzerland
$671K
MA
1347
MONECO Advisors
Connecticut
$666K -$73.5K -102 -9%
FAN
1348
Financial Advisors Network
California
$662K -$51.9K -72 -7%
TWM
1349
Tolleson Wealth Management
Texas
$662K
FFA
1350
Founders Financial Alliance
North Carolina
$661K +$29.6K +41 +4%

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.