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Intuit

2,168 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, 921 increasing their positions, 717 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:

1.41% less ownership

Funds ownership: 85.57%84.16% (-1.4%)

15% less capital invested

Capital invested by funds: $188B → $160B (-$27.6B)

42% less funds holding in top 10

Funds holding in top 10: 9555 (-40)

Holders
2,168
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
LWMI
2001
Legacy Wealth Management (Idaho)
Idaho
$73.8K
FMP
2002
Financial Management Professionals
Texas
$73.8K
RFG
2003
REAP Financial Group
Texas
$73.2K
NL
2004
NVWM LLC
Pennsylvania
$73.1K
TCM
2005
TD Capital Management
Tennessee
$71.8K
BI
2006
Binnacle Investments
Iowa
$70.3K
GWSG
2007
GPS Wealth Strategies Group
Colorado
$68K
SVWA
2008
Sarver Vrooman Wealth Advisors
Missouri
$66.9K
SIC
2009
SJS Investment Consulting
Ohio
$64.9K
RS
2010
Rakuten Securities
Japan
$64.2K
SSG
2011
Summit Securities Group
New York
$62.1K
RWS
2012
Retirement Wealth Solutions
Wisconsin
$61.6K
HNB
2013
Hilltop National Bank
Wyoming
$60.8K
PAG
2014
Paladin Advisory Group
Iowa
$58.7K
AWM
2015
Abound Wealth Management
Tennessee
$58.6K
HFS
2016
Hughes Financial Services
Virginia
$58.1K
KFI
2017
Key Financial Inc
Pennsylvania
$57.8K
RA
2018
Ransom Advisory
Rhode Island
$57.4K
SGK
2019
Steigerwald Gordon & Koch
Virginia
$56.7K
AWM
2020
Accredited Wealth Management
Kentucky
$56.7K
CJ
2021
Caitlin John
Michigan
$55.5K
AEPWM
2022
Atlantic Edge Private Wealth Management
Florida
$55.3K
S
2023
Sachetta
Massachusetts
$53.3K
RCM
2024
Raleigh Capital Management
North Carolina
$53.2K
WIM
2025
Westside Investment Management
California
$52.3K