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Intuit

2,168 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, 921 increasing their positions, 717 reducing their positions, and 194 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:

1.41% less ownership

Funds ownership: 85.57%84.16% (-1.4%)

15% less capital invested

Capital invested by funds: $188B → $160B (-$27.6B)

42% less funds holding in top 10

Funds holding in top 10: 9555 (-40)

Holders
2,168
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
FAM
1351
Formidable Asset Management
Ohio
$634K
CD
1352
Chapin Davis
Maryland
$632K
BIA
1353
Bell Investment Advisors
California
$632K
WA
1354
Wealthstar Advisors
Texas
$632K
IC
1355
Iconiq Capital
California
$631K
BOM
1356
Bank of Marin
California
$630K
TCB
1357
Texas Capital Bancshares
Texas
$629K
COCM
1358
Charter Oak Capital Management
New Hampshire
$628K
AWM
1359
Aprio Wealth Management
Georgia
$627K
4A
1360
4Wealth Advisors
Illinois
$626K
EWM
1361
Evercore Wealth Management
New York
$626K
CAG
1362
Csenge Advisory Group
Florida
$625K
CPC
1363
Congress Park Capital
New York
$625K
CIAS
1364
Capital Investment Advisory Services
North Carolina
$623K
TTIC
1365
Tower Trust & Investment Company
Iowa
$622K
CT
1366
Chicago Trust
Illinois
$621K
SI
1367
Severin Investments
Missouri
$621K
BC
1368
Burney Company
Virginia
$621K
MWM
1369
Modern Wealth Management
Kansas
$620K
EA
1370
Everpar Advisors
Oklahoma
$618K
GGI
1371
Godsey & Gibb Inc
Virginia
$618K
BDFN
1372
Bond & Devick Financial Network
Minnesota
$618K
TL
1373
Tradewinds LLC
North Carolina
$615K
SACTSONJ
1374
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$615K
SVWAG
1375
Sound View Wealth Advisors Group
Georgia
$614K