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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
RCM
2026
Raleigh Capital Management
North Carolina
$53.2K
WIM
2027
Westside Investment Management
California
$52.3K
CIAS
2028
CBIZ Investment Advisory Services
Ohio
$51.9K
DF
2029
Dunhill Financial
United Kingdom
$51.5K
KB
2030
Kimelman & Baird
New York
$51.2K
RWM
2031
Rialto Wealth Management
New York
$48.5K
DF
2032
DecisionPoint Financial
Arizona
$48.2K
AFG
2033
Albion Financial Group
Utah
$47.8K
FUBT
2034
First United Bank & Trust
Maryland
$46.4K
AP
2035
Atwood & Palmer
Missouri
$45.8K
AWM
2036
Activest Wealth Management
Florida
$45.8K
CFD
2037
Creative Financial Designs
Indiana
$44.4K
PSB
2038
Piscataqua Savings Bank
New Hampshire
$44.4K
QWM
2039
Quaker Wealth Management
New Jersey
$43K
CTC
2040
Cetera Trust Company
Minnesota
$42.3K
Loomis, Sayles & Company
2041
Loomis, Sayles & Company
Massachusetts
$42.3K
PCA
2042
PMV Capital Advisers
Texas
$41K
MFT
2043
Moisand Fitzgerald Tamayo
Florida
$41K
HHMI
2044
Howard Hughes Medical Institute
Maryland
$41K
DWA
2045
Delos Wealth Advisors
Texas
$40.3K
VWA
2046
VSM Wealth Advisory
Maryland
$38.2K
TCM
2047
Tradewinds Capital Management
Washington
$38.2K
LAM
2048
LOM Asset Management
$38K
CTA
2049
Colonial Trust Advisors
South Carolina
$36.9K
WB
2050
Webster Bank
Connecticut
$36.9K