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Intuit

2,170 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, 924 increasing their positions, 716 reducing their positions, and 194 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:

1.35% less ownership

Funds ownership: 85.56%84.21% (-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
2,170
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
ESB
1676
Essex Savings Bank
Connecticut
$323K
PCA
1677
Purkiss Capital Advisors
Connecticut
$322K
OF
1678
Optimize Financial
California
$320K
LF
1679
LifeSteps Financial
California
$319K
GCM
1680
Gallacher Capital Management
Colorado
$318K
BMWM
1681
Brown Miller Wealth Management
Virginia
$317K
VWM
1682
Vigilare Wealth Management
Arizona
$316K
MIAS
1683
Mason Investment Advisory Services
Virginia
$316K
ICP
1684
Impact Capital Partners
Colorado
$316K
PIA
1685
Perennial Investment Advisors
California
$314K
KFS
1686
Kurt F. Somerville
$314K
LOPW
1687
Live Oak Private Wealth
North Carolina
$313K
KPWG
1688
KFA Private Wealth Group
Virginia
$313K
AFG
1689
ABLE Financial Group
Arizona
$313K
GIA
1690
Guyasuta Investment Advisors
Pennsylvania
$313K
JSC
1691
Jackson Square Capital
California
$312K
GCA
1692
Gallagher Capital Advisors
Texas
$311K
OP
1693
ORG Partners
Indiana
$311K
WC
1694
Wynn Capital
Georgia
$311K
SAM
1695
SP Asset Management
California
$310K
SRC
1696
Sage Rhino Capital
California
$308K
MAA
1697
Matrix Asset Advisors
New York
$308K
VAF
1698
Values Added Financial
District of Columbia
$307K
CAL
1699
Capital Analysts LLC
Pennsylvania
$307K
MFA
1700
McClarren Financial Advisors
Pennsylvania
$307K