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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
AOWM
1426
Alpha Omega Wealth Management
Virginia
$541K
SEIA
1427
Signature Estate & Investment Advisors
California
$540K
VCM
1428
Versant Capital Management
Arizona
$539K
AFW
1429
Avantra Family Wealth
Pennsylvania
$539K
SIG
1430
Spinnaker Investment Group
California
$538K
SPWG
1431
Sage Private Wealth Group
Illinois
$533K
KFP
1432
KMG Fiduciary Partners
Ohio
$532K
Betterment LLC
1433
Betterment LLC
New York
$532K
KWM
1434
KFG Wealth Management
Indiana
$532K
CCA
1435
Conestoga Capital Advisors
Pennsylvania
$529K
CIEC
1436
Crédit Industriel et Commercial
France
$529K
PCS
1437
Private Client Services
Kentucky
$529K
NAMNJ
1438
NorthStar Asset Management (New Jersey)
New Jersey
$529K
AIM
1439
Acropolis Investment Management
Missouri
$527K
AF
1440
Arrow Financial
New York
$524K
WTB
1441
Washington Trust Bank
Washington
$524K
NFG
1442
Nations Financial Group
Iowa
$524K
BWA
1443
BlueSky Wealth Advisors
North Carolina
$523K
FSA
1444
Fort Sheridan Advisors
Illinois
$520K
II
1445
Impact Investors
California
$518K
SS
1446
SBI Securities
Japan
$516K
CCFM
1447
Clear Creek Financial Management
Washington
$515K
OL
1448
OneFund LLC
Florida
$514K
MSR
1449
Main Street Research
Connecticut
$513K
RCA
1450
Resonant Capital Advisors
Wisconsin
$513K