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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
USCWA
1826
U.S. Capital Wealth Advisors
Texas
$247K
MHC
1827
May Hill Capital
Massachusetts
$245K
ABC
1828
Associated Banc-Corp
Wisconsin
$245K
XF
1829
XML Financial
Maryland
$245K
OWA
1830
One Wealth Advisors
California
$244K
DTC
1831
Davidson Trust Company
Washington
$244K
FA
1832
Fedenia Advisers
Wisconsin
$243K
GSWM
1833
Golden State Wealth Management
California
$242K
FCG
1834
Fielder Capital Group
Tennessee
$242K
BOS
1835
Bank of Stockton
California
$241K
AMCA
1836
Arthur M. Cohen & Associates
Illinois
$241K
AB
1837
Atlas Brown
Kentucky
$241K
BCM
1838
BluePath Capital Management
Georgia
$240K
SCA
1839
Sandy Cove Advisors
Massachusetts
$240K
MQWP
1840
Morey & Quinn Wealth Partners
Nebraska
$240K
PFM
1841
Patton Fund Management
Texas
$240K
TPWM
1842
Twelve Points Wealth Management
Massachusetts
$240K
QFA
1843
Quantum Financial Advisors
California
$240K
NWM
1844
Northwest Wealth Management
Iowa
$240K
MSA
1845
Marino Stram & Associates
Massachusetts
$239K
BF
1846
Brooklyn FI
New York
$239K
WP
1847
WealthPLAN Partners
Nebraska
$239K
FFO
1848
Fiduciary Family Office
Florida
$237K
BFAG
1849
Blackston Financial Advisory Group
Florida
$236K
CCP
1850
Clarkston Capital Partners
Michigan
$236K