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Intuit

2,157 hedge funds and large institutions have $160B invested in Intuit in 2025 Q3 according to their latest regulatory filings, with 214 funds opening new positions, 915 increasing their positions, 713 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 call options, than puts

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

less funds holding

Funds holding:

1.32% less ownership

Funds ownership: 85.46%84.14% (-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
2,157
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
OPW
1876
Osprey Private Wealth
New York
$222K
AWA
1877
Aletheian Wealth Advisors
Washington
$222K
FOA
1878
Five Oceans Advisors
California
$221K
WRPWM
1879
Werba Rubin Papier Wealth Management
California
$221K
GSEP
1880
Golden State Equity Partners
California
$220K
C
1881
Covestor
United Kingdom
$219K
GA
1882
Goldstein Advisors
Wisconsin
$219K
SIS
1883
Sound Income Strategies
Florida
$219K
JAG
1884
Journey Advisory Group
Kentucky
$219K
MSAM
1885
Moloney Securities Asset Management
Missouri
$218K
IF
1886
Intrua Financial
Texas
$217K
NGA
1887
Naples Global Advisors
Florida
$217K
RBFC
1888
Roman Butler Fullerton & Co
Missouri
$216K
PHIC
1889
Pine Haven Investment Counsel
Massachusetts
$215K
EFSCE
1890
Enterprise Financial Services Corp (EFSC)
Missouri
$215K
WA
1891
Waddell & Associates
Tennessee
$214K
RS
1892
Retirement Solution
Washington
$214K
CWA
1893
Consilio Wealth Advisors
Washington
$214K
AL
1894
Aspiriant LLC
California
$212K
FBB
1895
Fulton Breakefield Broenniman
Maryland
$212K
B
1896
Bellecapital
Switzerland
$212K
HWM
1897
Hemington Wealth Management
Virginia
$211K
OAS
1898
Optivise Advisory Services
Tennessee
$211K
WA
1899
Wealthstream Advisors
New York
$210K
UWP
1900
Uniting Wealth Partners
Kansas
$210K