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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
JBA
1476
Johnson Bixby & Associates
Washington
$495K
SL
1477
SFM LLC
New Hampshire
$494K
RGF
1478
Retirement Guys Formula
Ohio
$492K
SWM
1479
SeaCrest Wealth Management
New York
$491K
AWM
1480
Atticus Wealth Management
Florida
$491K
CAM
1481
Costello Asset Management
Pennsylvania
$487K
GCA
1482
Gradient Capital Advisors
California
$486K
BG
1483
Bahl & Gaynor
Ohio
$486K
LB
1484
Legacy Bridge
Iowa
$484K
RIL
1485
Rothschild Investment LLC
Illinois
$482K
SAG
1486
SageView Advisory Group
California
$482K
KWM
1487
Keebeck Wealth Management
Illinois
$481K
MAM
1488
MWA Asset Management
Massachusetts
$478K
PK
1489
Pflug Koory
Nebraska
$478K
CICI
1490
Capital Investment Counsel Inc
North Carolina
$478K
EFI
1491
EHP Funds Inc
Canada
$478K
TI
1492
Truepoint Inc
Ohio
$477K
FIA
1493
Foundations Investment Advisors
Arizona
$477K
EL
1494
EWA LLC
Pennsylvania
$475K
SCA
1495
Southern Capital Advisors
Tennessee
$471K
TW
1496
Traveka Wealth
California
$471K
TCPG
1497
Trivant Custom Portfolio Group
California
$471K
CG
1498
Cynosure Group
Utah
$470K
VV
1499
Verity & Verity
South Carolina
$469K
CNBT
1500
Canandaigua National Bank & Trust
New York
$469K