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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
BMC
1701
Benin Management Corp
Connecticut
$307K
LI
1702
LRI Investments
Florida
$306K
SFG
1703
Synergy Financial Group
California
$306K
BWS
1704
Broadway Wealth Solutions
Texas
$305K
AHL
1705
Abel Hall LLC
Louisiana
$305K
AWM
1706
Arista Wealth Management
Nevada
$305K
EFP
1707
Elser Financial Planning
Indiana
$304K
CP
1708
CenterBook Partners
Connecticut
$304K
JC
1709
JB Capital
Connecticut
$304K
BWP
1710
Balboa Wealth Partners
Arizona
$303K
AWA
1711
Arete Wealth Advisors
Illinois
$302K
EWS
1712
Eagle Wealth Strategies
New Jersey
$302K
PWP
1713
Perfromance Wealth Partners
Illinois
$301K
SWA
1714
Sax Wealth Advisors
New Jersey
$299K
LA
1715
Legacy Advisors
Pennsylvania
$297K
CP
1716
Canopy Partners
Ohio
$296K
FWP
1717
FAS Wealth Partners
Kansas
$296K
SSC
1718
Syverson Strege & Co
Iowa
$296K
CAM
1719
Concorde Asset Management
Michigan
$296K
PPWM
1720
Paragon Private Wealth Management
Kentucky
$295K
PMSA
1721
Patrick M. Sweeney & Associates
Illinois
$295K
WWM
1722
Whalen Wealth Management
Nevada
$295K
TVAMP
1723
Tennessee Valley Asset Management Partners
Tennessee
$295K
BBNB
1724
Baker Boyer National Bank
Washington
$294K
1WA
1725
180 Wealth Advisors
Washington
$292K