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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
CA
1451
Crewe Advisors
Utah
$509K
WAG
1452
Winthrop Advisory Group
Massachusetts
$508K
RZH
1453
Relyea Zuckerberg Hanson
Connecticut
$504K
VFA
1454
Voya Financial Advisors
Connecticut
$500K
JAFL
1455
Jay A. Fishman Ltd
Michigan
$500K
SEA
1456
Stegent Equity Advisors
Texas
$500K
1W
1457
1776 Wealth
Georgia
$500K
GS
1458
GWN Securities
Florida
$499K
BWP
1459
Bernardo Wealth Planning
Pennsylvania
$498K
KWS
1460
Keystone Wealth Services
California
$498K
DE
1461
Diversified Enterprises
Delaware
$497K
OWCM
1462
One Wealth Capital Management
Arizona
$496K
VC
1463
Veracity Capital
Georgia
$496K
PWMG
1464
Prestige Wealth Management Group
New Jersey
$495K
JBA
1465
Johnson Bixby & Associates
Washington
$495K
SL
1466
SFM LLC
New Hampshire
$494K
RGF
1467
Retirement Guys Formula
Ohio
$492K
SWM
1468
SeaCrest Wealth Management
New York
$491K
AWM
1469
Atticus Wealth Management
Florida
$491K
CAM
1470
Costello Asset Management
Pennsylvania
$487K
GCA
1471
Gradient Capital Advisors
California
$486K
BG
1472
Bahl & Gaynor
Ohio
$486K
LB
1473
Legacy Bridge
Iowa
$484K
RIL
1474
Rothschild Investment LLC
Illinois
$482K
SAG
1475
SageView Advisory Group
California
$482K