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Intuit

2,180 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, 930 increasing their positions, 718 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 funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1.33% less ownership

Funds ownership: 85.55%84.22% (-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
2,180
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
Financial Engines Advisors
1751
Financial Engines Advisors
California
$278K
LJAC
1752
L.J. Altfest & Co
New York
$278K
GWANC
1753
Guardian Wealth Advisors (North Carolina)
North Carolina
$278K
FG
1754
Foster Group
Iowa
$277K
JWM
1755
Jeppson Wealth Management
California
$277K
MAM
1756
MMA Asset Management
Pennsylvania
$277K
PFS
1757
Physicians Financial Services
North Carolina
$277K
PHWM
1758
Pine Harbor Wealth Management
Maryland
$276K
ST
1759
Sageworth Trust
Pennsylvania
$275K
BM
1760
Berman McAleer
Maryland
$275K
IA
1761
IFG Advisory
Georgia
$275K
CG
1762
Corundum Group
Colorado
$274K
GEM
1763
Global Endowment Management
North Carolina
$274K
TCM
1764
Triumph Capital Management
Colorado
$273K
IIM
1765
Intact Investment Management
Quebec, Canada
$273K
FM
1766
Freemont Management
Switzerland
$273K
CAM
1767
Carret Asset Management
New York
$273K
FA
1768
Fortis Advisors
Pennsylvania
$273K
LAM
1769
Lingohr Asset Management
Germany
$273K
LSV Asset Management
1770
LSV Asset Management
Illinois
$273K
CT
1771
ClearAlpha Technologies
Connecticut
$272K
TC
1772
TFR Capital
Texas
$272K
PB
1773
Pinnacle Bancorp
Nebraska
$272K
WKWM
1774
Walter & Keenan Wealth Management
Indiana
$271K
CWM
1775
Concentrum Wealth Management
California
$270K