INTU icon

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
SFG
1701
Synergy Financial Group
California
$306K
BWS
1702
Broadway Wealth Solutions
Texas
$305K
AHL
1703
Abel Hall LLC
Louisiana
$305K
AWM
1704
Arista Wealth Management
Nevada
$305K
EFP
1705
Elser Financial Planning
Indiana
$304K
CP
1706
CenterBook Partners
Connecticut
$304K
JC
1707
JB Capital
Connecticut
$304K
BWP
1708
Balboa Wealth Partners
Arizona
$303K
AWA
1709
Arete Wealth Advisors
Illinois
$302K
EWS
1710
Eagle Wealth Strategies
New Jersey
$302K
PWP
1711
Perfromance Wealth Partners
Illinois
$301K
SWA
1712
Sax Wealth Advisors
New Jersey
$299K
LA
1713
Legacy Advisors
Pennsylvania
$297K
CP
1714
Canopy Partners
Ohio
$296K
FWP
1715
FAS Wealth Partners
Kansas
$296K
SSC
1716
Syverson Strege & Co
Iowa
$296K
CAM
1717
Concorde Asset Management
Michigan
$296K
PPWM
1718
Paragon Private Wealth Management
Kentucky
$295K
PMSA
1719
Patrick M. Sweeney & Associates
Illinois
$295K
WWM
1720
Whalen Wealth Management
Nevada
$295K
TVAMP
1721
Tennessee Valley Asset Management Partners
Tennessee
$295K
BBNB
1722
Baker Boyer National Bank
Washington
$294K
1WA
1723
180 Wealth Advisors
Washington
$292K
UAG
1724
United Advisor Group
Ohio
$292K
CAM
1725
Cidel Asset Management
Ontario, Canada
$291K