INTU icon

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
DJSG
1951
D.J. St. Germain
Massachusetts
$143K
CPG
1952
Cornerstone Planning Group
New Jersey
$143K
AG
1953
AmeriFlex Group
Nevada
$141K
GKIM
1954
GW&K Investment Management
Massachusetts
$138K
BCM
1955
Berbice Capital Management
New York
$137K
IWM
1956
IMG Wealth Management
Florida
$136K
BCM
1957
Birch Capital Management
Texas
$135K
BSC
1958
Brown Shipley & Co
United Kingdom
$132K
GPI
1959
General Partner Inc
Pennsylvania
$128K
AFWM
1960
Abich Financial Wealth Management
Virginia
$127K
AT
1961
Avalon Trust
New Mexico
$125K
CF
1962
Centaurus Financial
California
$123K
ITIM
1963
Indiana Trust & Investment Management
Indiana
$123K
GA
1964
Guerra Advisors
Florida
$117K
STB
1965
S&T Bank
Pennsylvania
$113K
PWAM
1966
Private Wealth Asset Management
Iowa
$111K
ABWM
1967
Alpine Bank Wealth Management
Colorado
$111K
PMFA
1968
Plante Moran Financial Advisors
Michigan
$110K
Optiver Holding
1969
Optiver Holding
Netherlands
$110K
MSWM
1970
Mowery & Schoenfeld Wealth Management
Illinois
$109K
SC
1971
Solstein Capital
California
$109K
VLKIM
1972
Van Lanschot Kempen Investment Management
Netherlands
$105K
CT
1973
Coastline Trust
Rhode Island
$104K
AA
1974
Addison Advisors
Vermont
$104K
FMTCOCP
1975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K