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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
WA
1901
Waddell & Associates
Tennessee
$214K
RS
1902
Retirement Solution
Washington
$214K
CWA
1903
Consilio Wealth Advisors
Washington
$214K
AL
1904
Aspiriant LLC
California
$212K
FBB
1905
Fulton Breakefield Broenniman
Maryland
$212K
B
1906
Bellecapital
Switzerland
$212K
HWM
1907
Hemington Wealth Management
Virginia
$211K
OAS
1908
Optivise Advisory Services
Tennessee
$211K
WA
1909
Wealthstream Advisors
New York
$210K
UWP
1910
Uniting Wealth Partners
Kansas
$210K
IDA
1911
Intelligence Driven Advisers
California
$210K
FFA
1912
Fi3 Financial Advisors
Indiana
$210K
AAM
1913
Azzad Asset Management
Virginia
$209K
PWA
1914
Physician Wealth Advisors
Utah
$208K
IF
1915
IRON Financial
Illinois
$208K
AIM
1916
Advyzon Investment Management
Illinois
$208K
BB
1917
Bell Bank
North Dakota
$208K
AGP
1918
Autumn Glory Partners
Texas
$208K
CIP
1919
Convergence Investment Partners
Florida
$206K
FF
1920
Foronjy Financial
California
$206K
4WM
1921
49 Wealth Management
Texas
$206K
OR
1922
Olympiad Research
Connecticut
$206K
Cohen & Steers
1923
Cohen & Steers
New York
$205K
TYCC
1924
Texas Yale Capital Corp
Florida
$205K
SLA
1925
Silver Lake Advisory
Utah
$205K