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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
SQA
1501
Simon Quick Advisors
New Jersey
$458K
TBWA
1502
Three Bridge Wealth Advisors
California
$458K
WA
1503
Westfuller Advisors
New York
$458K
AIA
1504
Accelerate Investment Advisors
California
$457K
WC
1505
Woodstock Corp
Massachusetts
$456K
LGA
1506
Lebenthal Global Advisors
New York
$455K
BCM
1507
Bourgeon Capital Management
Connecticut
$455K
UCB
1508
United Community Bank
South Carolina
$455K
SPL
1509
Saranac Partners Ltd
$454K
CBT
1510
Crews Bank & Trust
Florida
$454K
T
1511
Tidemark
California
$453K
AWM
1512
Accurate Wealth Management
Florida
$452K
IP
1513
Intellectus Partners
California
$451K
IIC
1514
Integrated Investment Consultants
Michigan
$450K
OC
1515
Oakworth Capital
Alabama
$447K
MCWA
1516
Meadow Creek Wealth Advisors
Georgia
$446K
NDSI
1517
Newman Dignan & Sheerar Inc
Rhode Island
$444K
KCM
1518
Kathmere Capital Management
Pennsylvania
$444K
CFSG
1519
Clark Financial Services Group
Missouri
$444K
MMG
1520
Monetary Management Group
Missouri
$444K
MAG
1521
M3 Advisory Group
Massachusetts
$442K
TNB
1522
Thomasville National Bank
Georgia
$441K
OLA
1523
Oliver Luxxe Assets
New Jersey
$438K
CCA
1524
Cobblestone Capital Advisors
New York
$437K
HFAS
1525
Hummer Financial Advisory Services
Illinois
$437K