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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
SIA
1351
SGL Investment Advisors
Montana
$656K +$29.6K +41 +4%
IC
1352
Inscription Capital
Texas
$656K -$240K -333 -26%
PWMAG
1353
Pinnacle Wealth Management Advisory Group
New Jersey
$656K +$4.33K +6 +0.6%
CWG
1354
Cornerstone Wealth Group
North Carolina
$651K -$57.7K -80 -8%
HIP
1355
HUB Investment Partners
Texas
$651K +$122K +169 +22%
CPA
1356
Capital Performance Advisors
California
$650K +$407K +564 +145%
AF
1357
Aviso Financial
Ontario, Canada
$649K +$670K +929 +4,424%
HFW
1358
Horizon Family Wealth
Illinois
$646K +$721 +1 +0.1%
SHFA
1359
SS&H Financial Advisors
Michigan
$646K -$72.1K -100 -10%
VFA
1360
Values First Advisors
Tennessee
$644K -$7.21K -10 -1%
DA
1361
Denali Advisors
California
$641K -$482K -669 -42%
FAM
1362
Formidable Asset Management
Ohio
$634K
CD
1363
Chapin Davis
Maryland
$632K
BIA
1364
Bell Investment Advisors
California
$632K -$7.21K -10 -1%
WA
1365
Wealthstar Advisors
Texas
$632K
IC
1366
Iconiq Capital
California
$631K -$787K -1,092 -54%
BOM
1367
Bank of Marin
California
$630K +$19.5K +27 +3%
TCB
1368
Texas Capital Bancshares
Texas
$629K -$333K -462 -33%
COCM
1369
Charter Oak Capital Management
New Hampshire
$628K -$17.3K -24 -3%
AWM
1370
Aprio Wealth Management
Georgia
$627K +$59.8K +83 +10%
4A
1371
4Wealth Advisors
Illinois
$626K +$129K +179 +24%
EWM
1372
Evercore Wealth Management
New York
$626K -$45.4K -63 -6%
CAG
1373
Csenge Advisory Group
Florida
$625K -$9.37K -13 -1%
CPC
1374
Congress Park Capital
New York
$625K -$198K -275 -23%
CIAS
1375
Capital Investment Advisory Services
North Carolina
$623K +$89.4K +124 +16%

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.