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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
BWP
1701
Balboa Wealth Partners
Arizona
$303K
AWA
1702
Arete Wealth Advisors
Illinois
$302K
EWS
1703
Eagle Wealth Strategies
New Jersey
$302K
PWP
1704
Perfromance Wealth Partners
Illinois
$301K
SWA
1705
Sax Wealth Advisors
New Jersey
$299K
LA
1706
Legacy Advisors
Pennsylvania
$297K
CP
1707
Canopy Partners
Ohio
$296K
FWP
1708
FAS Wealth Partners
Kansas
$296K
SSC
1709
Syverson Strege & Co
Iowa
$296K
CAM
1710
Concorde Asset Management
Michigan
$296K
PPWM
1711
Paragon Private Wealth Management
Kentucky
$295K
PMSA
1712
Patrick M. Sweeney & Associates
Illinois
$295K
WWM
1713
Whalen Wealth Management
Nevada
$295K
TVAMP
1714
Tennessee Valley Asset Management Partners
Tennessee
$295K
BBNB
1715
Baker Boyer National Bank
Washington
$294K
1WA
1716
180 Wealth Advisors
Washington
$292K
UAG
1717
United Advisor Group
Ohio
$292K
CAM
1718
Cidel Asset Management
Ontario, Canada
$291K
PBF
1719
Petix & Botte Financial
California
$291K
PDL
1720
Portfolio Design Labs
California
$290K
SC
1721
Sepio Capital
Utah
$289K
OFG
1722
Omega Financial Group
California
$288K
EBSAM
1723
Eubel Brady & Suttman Asset Management
Ohio
$288K
CPIA
1724
Cornell Pochily Investment Advisors
New York
$288K
BL
1725
Balentine LLC
Georgia
$287K