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2,192 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, 935 increasing their positions, 721 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 721

10% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 193

1% less funds holding

Funds holding: 2,2082,192 (-16)

7% less call options, than puts

Call options by funds: $3.33B | Put options by funds: $3.58B

1.33% less ownership

Funds ownership: 85.63%84.31% (-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
2,192
Holders Change
-16
Holders Change %
-0.72%
% of All Funds
28.77%
Holding in Top 10
55
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-42.11%
% of All Funds
0.72%
New
212
Increased
935
Reduced
721
Closed
193
Calls
$3.33B
Puts
$3.58B
Net Calls
-$244M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1726
Perfromance Wealth Partners
Illinois
$301K -$39.6K -55 -11%
SWA
1727
Sax Wealth Advisors
New Jersey
$299K +$20.9K +29 +7%
LA
1728
Legacy Advisors
Pennsylvania
$297K +$314K +435 New
CP
1729
Canopy Partners
Ohio
$296K +$3.6K +5 +1%
FWP
1730
FAS Wealth Partners
Kansas
$296K +$1.44K +2 +0.5%
SSC
1731
Syverson Strege & Co
Iowa
$296K -$7.21K -10 -2%
CAM
1732
Concorde Asset Management
Michigan
$296K +$316K +438 New
PPWM
1733
Paragon Private Wealth Management
Kentucky
$295K +$311K +432 New
PMSA
1734
Patrick M. Sweeney & Associates
Illinois
$295K +$22.3K +31 +8%
WWM
1735
Whalen Wealth Management
Nevada
$295K +$311K +432 New
TVAMP
1736
Tennessee Valley Asset Management Partners
Tennessee
$295K +$311K +431 New
BBNB
1737
Baker Boyer National Bank
Washington
$294K
HBS
1738
Howard Bailey Securities
Indiana
$292K -$17.3K -24 -5%
1WA
1739
180 Wealth Advisors
Washington
$292K +$3.6K +5 +1%
UAG
1740
United Advisor Group
Ohio
$292K +$309K +428 New
CAM
1741
Cidel Asset Management
Ontario, Canada
$291K
PBF
1742
Petix & Botte Financial
California
$291K +$18.7K +26 +7%
PDL
1743
Portfolio Design Labs
California
$290K -$420K -583 -58%
SC
1744
Sepio Capital
Utah
$289K +$305K +423 New
OFG
1745
Omega Financial Group
California
$288K +$304K +422 New
EBSAM
1746
Eubel Brady & Suttman Asset Management
Ohio
$288K +$303K +421 New
CPIA
1747
Cornell Pochily Investment Advisors
New York
$288K +$303K +421 New
BL
1748
Balentine LLC
Georgia
$287K +$7.21K +10 +2%
CAI
1749
Capital Advisors Inc
Oklahoma
$286K -$2.16K -3 -0.7%
BLC
1750
Brown, Lisle/Cummings
Rhode Island
$285K

INTU Hedge Fund Activity: Q3 2025 in Review

2,192 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2025, worth a combined $160B — down 15% from $188B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new INTU positions and 193 closed out — a net gain of 19 holders — while 935 added to existing stakes and 721 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.26B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.38B.

  • 2,192 institutional investors held Intuit (INTU) as of Q3 2025, down from 2,208 in Q2 2025.
  • Funds reported $160B of Intuit stock for Q3 2025, down 15% quarter-over-quarter.
  • 212 funds opened new Intuit positions in Q3 2025 and 193 closed out, a net change of +19 holders.
  • The largest Intuit buyer in Q3 2025 was JP Morgan Chase, an estimated $1.26B added.
  • The largest Intuit seller in Q3 2025 was T. Rowe Price Associates, an estimated $1.38B sold.

Based on aggregated 13F filings for Q3 2025.