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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
RS
2001
Rakuten Securities
Japan
$64.2K
SSG
2002
Summit Securities Group
New York
$62.1K
RWS
2003
Retirement Wealth Solutions
Wisconsin
$61.6K
HNB
2004
Hilltop National Bank
Wyoming
$60.8K
PAG
2005
Paladin Advisory Group
Iowa
$58.7K
AWM
2006
Abound Wealth Management
Tennessee
$58.6K
HFS
2007
Hughes Financial Services
Virginia
$58.1K
KFI
2008
Key Financial Inc
Pennsylvania
$57.8K
RA
2009
Ransom Advisory
Rhode Island
$57.4K
SGK
2010
Steigerwald Gordon & Koch
Virginia
$56.7K
AWM
2011
Accredited Wealth Management
Kentucky
$56.7K
CJ
2012
Caitlin John
Michigan
$55.5K
AEPWM
2013
Atlantic Edge Private Wealth Management
Florida
$55.3K
S
2014
Sachetta
Massachusetts
$53.3K
RCM
2015
Raleigh Capital Management
North Carolina
$53.2K
WIM
2016
Westside Investment Management
California
$52.3K
CIAS
2017
CBIZ Investment Advisory Services
Ohio
$51.9K
DF
2018
Dunhill Financial
United Kingdom
$51.5K
KB
2019
Kimelman & Baird
New York
$51.2K
RWM
2020
Rialto Wealth Management
New York
$48.5K
DF
2021
DecisionPoint Financial
Arizona
$48.2K
AFG
2022
Albion Financial Group
Utah
$47.8K
FUBT
2023
First United Bank & Trust
Maryland
$46.4K
AP
2024
Atwood & Palmer
Missouri
$45.8K
AWM
2025
Activest Wealth Management
Florida
$45.8K