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Intuit

2,179 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, 929 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
2,179
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
LWM
1826
Luminvest Wealth Management
Arizona
$248K
OWM
1827
OneAscent Wealth Management
Alabama
$248K
CRWM
1828
Castle Rock Wealth Management
California
$248K
PCH
1829
PGIM Custom Harvest
New Jersey
$247K
USCWA
1830
U.S. Capital Wealth Advisors
Texas
$247K
MHC
1831
May Hill Capital
Massachusetts
$245K
ABC
1832
Associated Banc-Corp
Wisconsin
$245K
XF
1833
XML Financial
Maryland
$245K
OWA
1834
One Wealth Advisors
California
$244K
DTC
1835
Davidson Trust Company
Washington
$244K
FA
1836
Fedenia Advisers
Wisconsin
$243K
SGFG
1837
Silver Grove Financial Group
New York
$243K
GSWM
1838
Golden State Wealth Management
California
$242K
FCG
1839
Fielder Capital Group
Tennessee
$242K
BOS
1840
Bank of Stockton
California
$241K
AMCA
1841
Arthur M. Cohen & Associates
Illinois
$241K
AB
1842
Atlas Brown
Kentucky
$241K
SCA
1843
Sandy Cove Advisors
Massachusetts
$240K
TPWM
1844
Twelve Points Wealth Management
Massachusetts
$240K
PFM
1845
Patton Fund Management
Texas
$240K
MQWP
1846
Morey & Quinn Wealth Partners
Nebraska
$240K
QFA
1847
Quantum Financial Advisors
California
$240K
NWM
1848
Northwest Wealth Management
Iowa
$240K
MSA
1849
Marino Stram & Associates
Massachusetts
$239K
BF
1850
Brooklyn FI
New York
$239K