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2,192 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, 935 increasing their positions, 721 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 721

10% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 193

1% less funds holding

Funds holding: 2,2082,192 (-16)

7% less call options, than puts

Call options by funds: $3.33B | Put options by funds: $3.58B

1.33% less ownership

Funds ownership: 85.63%84.31% (-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
2,192
Holders Change
-16
Holders Change %
-0.72%
% of All Funds
28.77%
Holding in Top 10
55
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-42.11%
% of All Funds
0.72%
New
212
Increased
935
Reduced
721
Closed
193
Calls
$3.33B
Puts
$3.58B
Net Calls
-$244M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
OIAM
2001
OFI Invest Asset Management
France
$101K +$5.05K +7 +4%
GFWA
2002
Grey Fox Wealth Advisors
Delaware
$98.3K +$104K +144 New
PWA
2003
Provenance Wealth Advisors
Florida
$97.7K
PWMG
2004
Private Wealth Management Group
New Jersey
$96.3K
PAM
2005
Palisade Asset Management
Minnesota
$96.3K +$102K +141 New
CWP
2006
Clark Wealth Partners
Illinois
$92.6K -$7.93K -11 -7%
IBOK
2007
Independence Bank of Kentucky
Kentucky
$92.2K
CW
2008
Curio Wealth
Maryland
$91.5K
FPF
2009
First Pacific Financial
Washington
$88.9K +$77.1K +107 +465%
ACM
2010
Anfield Capital Management
California
$86K +$721 +1 +0.8%
CCM
2011
Cloud Capital Management
Washington
$85K +$90.1K +125 New
DMBA
2012
Deseret Mutual Benefit Administrators
Utah
$84.7K
RWA
2013
Redmont Wealth Advisors
Illinois
$84.7K
HBW
2014
Hazlett, Burt & Watson
West Virginia
$80K +$9.37K +13 +13%
ICM
2015
Islay Capital Management
Texas
$79.9K
CFG
2016
Clayton Financial Group
Missouri
$78.5K +$82.9K +115 New
RPA
2017
Redwood Park Advisors
California
$75.2K
LWMI
2018
Legacy Wealth Management (Idaho)
Idaho
$73.8K
FMP
2019
Financial Management Professionals
Texas
$73.8K
RFG
2020
REAP Financial Group
Texas
$73.2K +$7.21K +10 +10%
NL
2021
NVWM LLC
Pennsylvania
$73.1K
TCM
2022
TD Capital Management
Tennessee
$71.8K
BI
2023
Binnacle Investments
Iowa
$70.3K +$1.44K +2 +2%
GWSG
2024
GPS Wealth Strategies Group
Colorado
$68K
SVWA
2025
Sarver Vrooman Wealth Advisors
Missouri
$66.9K

INTU Hedge Fund Activity: Q3 2025 in Review

2,192 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2025, worth a combined $160B — down 15% from $188B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new INTU positions and 193 closed out — a net gain of 19 holders — while 935 added to existing stakes and 721 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.26B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.38B.

  • 2,192 institutional investors held Intuit (INTU) as of Q3 2025, down from 2,208 in Q2 2025.
  • Funds reported $160B of Intuit stock for Q3 2025, down 15% quarter-over-quarter.
  • 212 funds opened new Intuit positions in Q3 2025 and 193 closed out, a net change of +19 holders.
  • The largest Intuit buyer in Q3 2025 was JP Morgan Chase, an estimated $1.26B added.
  • The largest Intuit seller in Q3 2025 was T. Rowe Price Associates, an estimated $1.38B sold.

Based on aggregated 13F filings for Q3 2025.