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Intuit

2,179 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, 929 increasing their positions, 718 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 funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1.33% less ownership

Funds ownership: 85.55%84.22% (-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
2,179
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
SGK
2026
Steigerwald Gordon & Koch
Virginia
$56.7K
AWM
2027
Accredited Wealth Management
Kentucky
$56.7K
CJ
2028
Caitlin John
Michigan
$55.5K
AEPWM
2029
Atlantic Edge Private Wealth Management
Florida
$55.3K
S
2030
Sachetta
Massachusetts
$53.3K
RCM
2031
Raleigh Capital Management
North Carolina
$53.2K
WIM
2032
Westside Investment Management
California
$52.3K
CIAS
2033
CBIZ Investment Advisory Services
Ohio
$51.9K
DF
2034
Dunhill Financial
United Kingdom
$51.5K
KB
2035
Kimelman & Baird
New York
$51.2K
RWM
2036
Rialto Wealth Management
New York
$48.5K
DF
2037
DecisionPoint Financial
Arizona
$48.2K
AFG
2038
Albion Financial Group
Utah
$47.8K
FUBT
2039
First United Bank & Trust
Maryland
$46.4K
AP
2040
Atwood & Palmer
Missouri
$45.8K
AWM
2041
Activest Wealth Management
Florida
$45.8K
CFD
2042
Creative Financial Designs
Indiana
$44.4K
PSB
2043
Piscataqua Savings Bank
New Hampshire
$44.4K
QWM
2044
Quaker Wealth Management
New Jersey
$43K
CTC
2045
Cetera Trust Company
Minnesota
$42.3K
Loomis, Sayles & Company
2046
Loomis, Sayles & Company
Massachusetts
$42.3K
HHMI
2047
Howard Hughes Medical Institute
Maryland
$41K
MFT
2048
Moisand Fitzgerald Tamayo
Florida
$41K
PCA
2049
PMV Capital Advisers
Texas
$41K
DWA
2050
Delos Wealth Advisors
Texas
$40.3K