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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
OC
1526
Oakworth Capital
Alabama
$447K
MCWA
1527
Meadow Creek Wealth Advisors
Georgia
$446K
NDSI
1528
Newman Dignan & Sheerar Inc
Rhode Island
$444K
KCM
1529
Kathmere Capital Management
Pennsylvania
$444K
CFSG
1530
Clark Financial Services Group
Missouri
$444K
MMG
1531
Monetary Management Group
Missouri
$444K
MAG
1532
M3 Advisory Group
Massachusetts
$442K
TNB
1533
Thomasville National Bank
Georgia
$441K
OLA
1534
Oliver Luxxe Assets
New Jersey
$438K
CCA
1535
Cobblestone Capital Advisors
New York
$437K
SLT
1536
St Louis Trust
Missouri
$437K
HFAS
1537
Hummer Financial Advisory Services
Illinois
$437K
CFO
1538
CVA Family Office
Colorado
$435K
CAL
1539
Capital Advisors Ltd
Ohio
$434K
LI
1540
LVZ Inc
Michigan
$432K
WA
1541
WP Advisors
California
$432K
RP
1542
Riverwater Partners
Wisconsin
$429K
ILI
1543
Invesco LLC (Illinois)
Illinois
$428K
OIS
1544
OneAscent Investment Solutions
Alabama
$427K
RSWM
1545
Robertson Stephens Wealth Management
California
$426K
VBFP
1546
Valtinson Bruner Financial Planning
Minnesota
$425K
EW
1547
Elyxium Wealth
California
$424K
OFS
1548
OneAscent Financial Services
Alabama
$424K
FA
1549
Faithward Advisors
Pennsylvania
$423K
FC
1550
Financial Consulate
Maryland
$423K