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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
PHWM
1751
Pine Harbor Wealth Management
Maryland
$276K
ST
1752
Sageworth Trust
Pennsylvania
$275K
BM
1753
Berman McAleer
Maryland
$275K
IA
1754
IFG Advisory
Georgia
$275K
CG
1755
Corundum Group
Colorado
$274K
GEM
1756
Global Endowment Management
North Carolina
$274K
TCM
1757
Triumph Capital Management
Colorado
$273K
IIM
1758
Intact Investment Management
Quebec, Canada
$273K
FM
1759
Freemont Management
Switzerland
$273K
FA
1760
Fortis Advisors
Pennsylvania
$273K
CAM
1761
Carret Asset Management
New York
$273K
LAM
1762
Lingohr Asset Management
Germany
$273K
LSV Asset Management
1763
LSV Asset Management
Illinois
$273K
CT
1764
ClearAlpha Technologies
Connecticut
$272K
TC
1765
TFR Capital
Texas
$272K
PB
1766
Pinnacle Bancorp
Nebraska
$272K
WKWM
1767
Walter & Keenan Wealth Management
Indiana
$271K
CWM
1768
Concentrum Wealth Management
California
$270K
RA
1769
Riversedge Advisors
Delaware
$269K
KA
1770
Kovack Advisors
Florida
$269K
LIA
1771
LifePlan Investment Advisors
North Carolina
$268K
GD
1772
Grandfield & Dodd
New York
$268K
DW30
1773
Drucker Wealth 3.0
New Jersey
$268K
CFAM
1774
Center For Asset Management
Florida
$268K
GLLW
1775
Graves Light Lenhart Wealth
Virginia
$268K