INTU icon

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
BWP
1401
Baldwin Wealth Partners
Massachusetts
$584K
AWM
1402
Ariadne Wealth Management
California
$583K
AFP
1403
Ausdal Financial Partners
Iowa
$583K
TAFW
1404
Tred Avon Family Wealth
Maryland
$583K
CPW
1405
Catalyst Private Wealth
California
$580K
BFA
1406
Beaumont Financial Advisors
Massachusetts
$578K
VC
1407
Veery Capital
Delaware
$577K
CBT
1408
CoreFirst Bank & Trust
Kansas
$574K
KA
1409
KDT Advisors
New York
$574K
MC
1410
Moors & Cabot
Massachusetts
$573K
TBT
1411
Texas Bank & Trust
Texas
$572K
PFG
1412
PAX Financial Group
Texas
$572K
FFA
1413
Fortune Financial Advisors
Kansas
$569K
UIA
1414
Ulland Investment Advisors
Minnesota
$569K
TWP
1415
Triad Wealth Partners
Kansas
$568K
WI
1416
WrapManager Inc
California
$567K
PWM
1417
Prentice Wealth Management
New York
$565K
CH
1418
Cromwell Holdings
Wyoming
$562K
AF
1419
Apexium Financial
Texas
$561K
AWA
1420
Alta Wealth Advisors
Massachusetts
$560K
SS
1421
Sunbelt Securities
Texas
$558K
APA
1422
Astoria Portfolio Advisors
New York
$556K
MBTD
1423
Mechanics Bank - Trust Department
California
$555K
IAIM
1424
International Assets Investment Management
Florida
$555K
AIC
1425
Argus Investors Counsel
New York
$554K