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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
CC
1426
Capital Counsel
New York
$553K
KGC
1427
Kennon-Green & Company
Ohio
$548K
TWG
1428
The Wealth Group
Minnesota
$548K
WHCI
1429
W.H. Cornerstone Investments
Massachusetts
$547K
GCP
1430
GSA Capital Partners
United Kingdom
$542K
AOWM
1431
Alpha Omega Wealth Management
Virginia
$541K
SEIA
1432
Signature Estate & Investment Advisors
California
$540K
VCM
1433
Versant Capital Management
Arizona
$539K
AFW
1434
Avantra Family Wealth
Pennsylvania
$539K
SIG
1435
Spinnaker Investment Group
California
$538K
SPWG
1436
Sage Private Wealth Group
Illinois
$533K
KFP
1437
KMG Fiduciary Partners
Ohio
$532K
Betterment LLC
1438
Betterment LLC
New York
$532K
KWM
1439
KFG Wealth Management
Indiana
$532K
CCA
1440
Conestoga Capital Advisors
Pennsylvania
$529K
CIEC
1441
Crédit Industriel et Commercial
France
$529K
PCS
1442
Private Client Services
Kentucky
$529K
NAMNJ
1443
NorthStar Asset Management (New Jersey)
New Jersey
$529K
AIM
1444
Acropolis Investment Management
Missouri
$527K
AF
1445
Arrow Financial
New York
$524K
WTB
1446
Washington Trust Bank
Washington
$524K
NFG
1447
Nations Financial Group
Iowa
$524K
BWA
1448
BlueSky Wealth Advisors
North Carolina
$523K
FSA
1449
Fort Sheridan Advisors
Illinois
$520K
II
1450
Impact Investors
California
$518K