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Intuit

2,157 hedge funds and large institutions have $160B invested in Intuit in 2025 Q3 according to their latest regulatory filings, with 214 funds opening new positions, 915 increasing their positions, 713 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 call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

1.32% less ownership

Funds ownership: 85.46%84.14% (-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
2,157
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
PFG
1401
PAX Financial Group
Texas
$572K
FFA
1402
Fortune Financial Advisors
Kansas
$569K
UIA
1403
Ulland Investment Advisors
Minnesota
$569K
TWP
1404
Triad Wealth Partners
Kansas
$568K
WI
1405
WrapManager Inc
California
$567K
PWM
1406
Prentice Wealth Management
New York
$565K
CH
1407
Cromwell Holdings
Wyoming
$562K
AF
1408
Apexium Financial
Texas
$561K
AWA
1409
Alta Wealth Advisors
Massachusetts
$560K
SS
1410
Sunbelt Securities
Texas
$558K
APA
1411
Astoria Portfolio Advisors
New York
$556K
MBTD
1412
Mechanics Bank - Trust Department
California
$555K
IAIM
1413
International Assets Investment Management
Florida
$555K
AIC
1414
Argus Investors Counsel
New York
$554K
CC
1415
Capital Counsel
New York
$553K
KGC
1416
Kennon-Green & Company
Ohio
$548K
TWG
1417
The Wealth Group
Minnesota
$548K
WHCI
1418
W.H. Cornerstone Investments
Massachusetts
$547K
GCP
1419
GSA Capital Partners
United Kingdom
$542K
AOWM
1420
Alpha Omega Wealth Management
Virginia
$541K
SEIA
1421
Signature Estate & Investment Advisors
California
$540K
VCM
1422
Versant Capital Management
Arizona
$539K
AFW
1423
Avantra Family Wealth
Pennsylvania
$539K
SIG
1424
Spinnaker Investment Group
California
$538K
SPWG
1425
Sage Private Wealth Group
Illinois
$533K