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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
AF
1351
Aviso Financial
Ontario, Canada
$649K
HFW
1352
Horizon Family Wealth
Illinois
$646K
SHFA
1353
SS&H Financial Advisors
Michigan
$646K
VFA
1354
Values First Advisors
Tennessee
$644K
DA
1355
Denali Advisors
California
$641K
FAM
1356
Formidable Asset Management
Ohio
$634K
CD
1357
Chapin Davis
Maryland
$632K
BIA
1358
Bell Investment Advisors
California
$632K
WA
1359
Wealthstar Advisors
Texas
$632K
IC
1360
Iconiq Capital
California
$631K
BOM
1361
Bank of Marin
California
$630K
TCB
1362
Texas Capital Bancshares
Texas
$629K
COCM
1363
Charter Oak Capital Management
New Hampshire
$628K
AWM
1364
Aprio Wealth Management
Georgia
$627K
4A
1365
4Wealth Advisors
Illinois
$626K
EWM
1366
Evercore Wealth Management
New York
$626K
CAG
1367
Csenge Advisory Group
Florida
$625K
CPC
1368
Congress Park Capital
New York
$625K
CIAS
1369
Capital Investment Advisory Services
North Carolina
$623K
TTIC
1370
Tower Trust & Investment Company
Iowa
$622K
CT
1371
Chicago Trust
Illinois
$621K
SI
1372
Severin Investments
Missouri
$621K
BC
1373
Burney Company
Virginia
$621K
MWM
1374
Modern Wealth Management
Kansas
$620K
EA
1375
Everpar Advisors
Oklahoma
$618K