INTU icon

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
CFG
2001
Clayton Financial Group
Missouri
$78.5K
RPA
2002
Redwood Park Advisors
California
$75.2K
LWMI
2003
Legacy Wealth Management (Idaho)
Idaho
$73.8K
FMP
2004
Financial Management Professionals
Texas
$73.8K
RFG
2005
REAP Financial Group
Texas
$73.2K
NL
2006
NVWM LLC
Pennsylvania
$73.1K
TCM
2007
TD Capital Management
Tennessee
$71.8K
BI
2008
Binnacle Investments
Iowa
$70.3K
GWSG
2009
GPS Wealth Strategies Group
Colorado
$68K
SVWA
2010
Sarver Vrooman Wealth Advisors
Missouri
$66.9K
SIC
2011
SJS Investment Consulting
Ohio
$64.9K
RS
2012
Rakuten Securities
Japan
$64.2K
SSG
2013
Summit Securities Group
New York
$62.1K
RWS
2014
Retirement Wealth Solutions
Wisconsin
$61.6K
HNB
2015
Hilltop National Bank
Wyoming
$60.8K
PAG
2016
Paladin Advisory Group
Iowa
$58.7K
AWM
2017
Abound Wealth Management
Tennessee
$58.6K
HFS
2018
Hughes Financial Services
Virginia
$58.1K
KFI
2019
Key Financial Inc
Pennsylvania
$57.8K
RA
2020
Ransom Advisory
Rhode Island
$57.4K
SGK
2021
Steigerwald Gordon & Koch
Virginia
$56.7K
AWM
2022
Accredited Wealth Management
Kentucky
$56.7K
CJ
2023
Caitlin John
Michigan
$55.5K
AEPWM
2024
Atlantic Edge Private Wealth Management
Florida
$55.3K
S
2025
Sachetta
Massachusetts
$53.3K