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Intuit

2,192 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, 935 increasing their positions, 721 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 721

10% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 193

1% less funds holding

Funds holding: 2,2082,192 (-16)

7% less call options, than puts

Call options by funds: $3.33B | Put options by funds: $3.58B

1.33% less ownership

Funds ownership: 85.63%84.31% (-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
2,192
Holders Change
-16
Holders Change %
-0.72%
% of All Funds
28.77%
Holding in Top 10
55
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-42.11%
% of All Funds
0.72%
New
212
Increased
935
Reduced
721
Closed
193
Calls
$3.33B
Puts
$3.58B
Net Calls
-$244M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
ILI
1551
Invesco LLC (Illinois)
Illinois
$428K
OIS
1552
OneAscent Investment Solutions
Alabama
$427K +$146K +202 +48%
RSWM
1553
Robertson Stephens Wealth Management
California
$426K +$70.6K +98 +19%
VBFP
1554
Valtinson Bruner Financial Planning
Minnesota
$425K +$721 +1 +0.2%
EW
1555
Elyxium Wealth
California
$424K +$7.21K +10 +2%
OFS
1556
OneAscent Financial Services
Alabama
$424K -$190K -263 -30%
FA
1557
Faithward Advisors
Pennsylvania
$423K -$59.8K -83 -12%
FC
1558
Financial Consulate
Maryland
$423K +$446K +619 New
CM
1559
Cercano Management
Washington
$423K
BIA
1560
Bigelow Investment Advisors
Maine
$422K -$23.1K -32 -5%
SFS
1561
Security Financial Services
Indiana
$421K -$15.1K -21 -3%
RF
1562
Rossby Financial
Florida
$421K -$103K -143 -19%
DIS
1563
Diversified Investment Strategies
Louisiana
$419K
JCM
1564
Jacobsen Capital Management
Utah
$419K +$721 +1 +0.2%
TA
1565
TFB Advisors
Kansas
$419K -$157K -218 -25%
JHP
1566
James Hambro & Partners
United Kingdom
$416K
JTWM
1567
Jackson Thornton Wealth Management
Alabama
$416K +$257K +356 +129%
CCM
1568
Cinctive Capital Management
New York
$416K +$439K +609 New
NAM
1569
NTV Asset Management
West Virginia
$414K +$1.44K +2 +0.3%
BFA
1570
Bragg Financial Advisors
North Carolina
$412K
SAM
1571
Strategy Asset Managers
California
$412K +$226K +314 +108%
MCM
1572
Manchester Capital Management
Vermont
$412K -$234K -324 -35%
CAM
1573
Columbia Asset Management
Michigan
$411K
LA
1574
Lifeworks Advisors
Michigan
$411K +$434K +602 New
LWM
1575
Latko Wealth Management
Illinois
$411K -$29.6K -41 -6%

INTU Hedge Fund Activity: Q3 2025 in Review

2,192 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2025, worth a combined $160B — down 15% from $188B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new INTU positions and 193 closed out — a net gain of 19 holders — while 935 added to existing stakes and 721 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.26B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.38B.

  • 2,192 institutional investors held Intuit (INTU) as of Q3 2025, down from 2,208 in Q2 2025.
  • Funds reported $160B of Intuit stock for Q3 2025, down 15% quarter-over-quarter.
  • 212 funds opened new Intuit positions in Q3 2025 and 193 closed out, a net change of +19 holders.
  • The largest Intuit buyer in Q3 2025 was JP Morgan Chase, an estimated $1.26B added.
  • The largest Intuit seller in Q3 2025 was T. Rowe Price Associates, an estimated $1.38B sold.

Based on aggregated 13F filings for Q3 2025.