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Intuit

2,168 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, 921 increasing their positions, 717 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:

1.41% less ownership

Funds ownership: 85.57%84.16% (-1.4%)

15% less capital invested

Capital invested by funds: $188B → $160B (-$27.6B)

42% less funds holding in top 10

Funds holding in top 10: 9555 (-40)

Holders
2,168
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
OF
1676
Optimize Financial
California
$320K
LF
1677
LifeSteps Financial
California
$319K
GCM
1678
Gallacher Capital Management
Colorado
$318K
BMWM
1679
Brown Miller Wealth Management
Virginia
$317K
VWM
1680
Vigilare Wealth Management
Arizona
$316K
MIAS
1681
Mason Investment Advisory Services
Virginia
$316K
ICP
1682
Impact Capital Partners
Colorado
$316K
PIA
1683
Perennial Investment Advisors
California
$314K
KFS
1684
Kurt F. Somerville
$314K
LOPW
1685
Live Oak Private Wealth
North Carolina
$313K
KPWG
1686
KFA Private Wealth Group
Virginia
$313K
AFG
1687
ABLE Financial Group
Arizona
$313K
GIA
1688
Guyasuta Investment Advisors
Pennsylvania
$313K
JSC
1689
Jackson Square Capital
California
$312K
GCA
1690
Gallagher Capital Advisors
Texas
$311K
OP
1691
ORG Partners
Indiana
$311K
WC
1692
Wynn Capital
Georgia
$311K
SAM
1693
SP Asset Management
California
$310K
SRC
1694
Sage Rhino Capital
California
$308K
MAA
1695
Matrix Asset Advisors
New York
$308K
VAF
1696
Values Added Financial
District of Columbia
$307K
CAL
1697
Capital Analysts LLC
Pennsylvania
$307K
MFA
1698
McClarren Financial Advisors
Pennsylvania
$307K
BMC
1699
Benin Management Corp
Connecticut
$307K
LI
1700
LRI Investments
Florida
$306K