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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
AT
1976
Avalon Trust
New Mexico
$125K
CF
1977
Centaurus Financial
California
$123K
ITIM
1978
Indiana Trust & Investment Management
Indiana
$123K
GA
1979
Guerra Advisors
Florida
$117K
STB
1980
S&T Bank
Pennsylvania
$113K
PWAM
1981
Private Wealth Asset Management
Iowa
$111K
ABWM
1982
Alpine Bank Wealth Management
Colorado
$111K
PMFA
1983
Plante Moran Financial Advisors
Michigan
$110K
Optiver Holding
1984
Optiver Holding
Netherlands
$110K
MSWM
1985
Mowery & Schoenfeld Wealth Management
Illinois
$109K
SC
1986
Solstein Capital
California
$109K
VLKIM
1987
Van Lanschot Kempen Investment Management
Netherlands
$105K
CT
1988
Coastline Trust
Rhode Island
$104K
AA
1989
Addison Advisors
Vermont
$104K
FMTCOCP
1990
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K
OIAM
1991
OFI Invest Asset Management
France
$101K
GFWA
1992
Grey Fox Wealth Advisors
Delaware
$98.3K
PWA
1993
Provenance Wealth Advisors
Florida
$97.7K
PWMG
1994
Private Wealth Management Group
New Jersey
$96.3K
PAM
1995
Palisade Asset Management
Minnesota
$96.3K
CWP
1996
Clark Wealth Partners
Illinois
$92.6K
IBOK
1997
Independence Bank of Kentucky
Kentucky
$92.2K
CW
1998
Curio Wealth
Maryland
$91.5K
FPF
1999
First Pacific Financial
Washington
$88.9K
ACM
2000
Anfield Capital Management
California
$86K