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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
CFD
2026
Creative Financial Designs
Indiana
$44.4K
PSB
2027
Piscataqua Savings Bank
New Hampshire
$44.4K
QWM
2028
Quaker Wealth Management
New Jersey
$43K
CTC
2029
Cetera Trust Company
Minnesota
$42.3K
Loomis, Sayles & Company
2030
Loomis, Sayles & Company
Massachusetts
$42.3K
HHMI
2031
Howard Hughes Medical Institute
Maryland
$41K
MFT
2032
Moisand Fitzgerald Tamayo
Florida
$41K
PCA
2033
PMV Capital Advisers
Texas
$41K
DWA
2034
Delos Wealth Advisors
Texas
$40.3K
TCM
2035
Tradewinds Capital Management
Washington
$38.2K
VWA
2036
VSM Wealth Advisory
Maryland
$38.2K
LAM
2037
LOM Asset Management
$38K
WB
2038
Webster Bank
Connecticut
$36.9K
BSB
2039
Bangor Savings Bank
Maine
$36.9K
CTA
2040
Colonial Trust Advisors
South Carolina
$36.9K
AW
2041
Avion Wealth
Texas
$36K
TCM
2042
TruNorth Capital Management
Michigan
$35.5K
RFS
2043
Richardson Financial Services
Massachusetts
$34.8K
CSB
2044
City State Bank
Iowa
$34.1K
TLA
2045
Tanglewood Legacy Advisors
Texas
$34.1K
RWM
2046
RMG Wealth Management
Wisconsin
$33.3K
TWD
2047
True Wealth Design
Ohio
$33.2K
POIA
2048
Pin Oak Investment Advisors
Texas
$32.8K
MA
2049
MCF Advisors
Kentucky
$32.1K
MIM
2050
MTM Investment Management
South Carolina
$32.1K