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