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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
OFG
1326
Oxford Financial Group
Indiana
$699K
SGI
1327
Summit Global Investments
Utah
$697K
BF
1328
Brucke Financial
Indiana
$696K
BWCS
1329
Beirne Wealth Consulting Services
Connecticut
$696K
EWA
1330
Exencial Wealth Advisors
Oklahoma
$696K
TWM
1331
Trevian Wealth Management
Massachusetts
$690K
TIA
1332
Tiemann Investment Advisors
California
$688K
WAG
1333
Wallace Advisory Group
California
$686K
C
1334
Certuity
Florida
$684K
PI
1335
Pettee Investors
Connecticut
$684K
RC
1336
RBF Capital
California
$683K
PL
1337
Plancorp LLC
Missouri
$679K
CPWA
1338
Cerro Pacific Wealth Advisors
California
$676K
PPW
1339
Parcion Private Wealth
Washington
$675K
EDRH
1340
Edmond de Rothschild Holding
Switzerland
$671K
MA
1341
MONECO Advisors
Connecticut
$666K
FAN
1342
Financial Advisors Network
California
$662K
TWM
1343
Tolleson Wealth Management
Texas
$662K
FFA
1344
Founders Financial Alliance
North Carolina
$661K
SIA
1345
SGL Investment Advisors
Montana
$656K
IC
1346
Inscription Capital
Texas
$656K
PWMAG
1347
Pinnacle Wealth Management Advisory Group
New Jersey
$656K
CWG
1348
Cornerstone Wealth Group
North Carolina
$651K
HIP
1349
HUB Investment Partners
Texas
$651K
CPA
1350
Capital Performance Advisors
California
$650K