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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
CIAS
2026
CBIZ Investment Advisory Services
Ohio
$51.9K
DF
2027
Dunhill Financial
United Kingdom
$51.5K
KB
2028
Kimelman & Baird
New York
$51.2K
RWM
2029
Rialto Wealth Management
New York
$48.5K
DF
2030
DecisionPoint Financial
Arizona
$48.2K
AFG
2031
Albion Financial Group
Utah
$47.8K
FUBT
2032
First United Bank & Trust
Maryland
$46.4K
AP
2033
Atwood & Palmer
Missouri
$45.8K
AWM
2034
Activest Wealth Management
Florida
$45.8K
CFD
2035
Creative Financial Designs
Indiana
$44.4K
PSB
2036
Piscataqua Savings Bank
New Hampshire
$44.4K
QWM
2037
Quaker Wealth Management
New Jersey
$43K
CTC
2038
Cetera Trust Company
Minnesota
$42.3K
Loomis, Sayles & Company
2039
Loomis, Sayles & Company
Massachusetts
$42.3K
PCA
2040
PMV Capital Advisers
Texas
$41K
HHMI
2041
Howard Hughes Medical Institute
Maryland
$41K
MFT
2042
Moisand Fitzgerald Tamayo
Florida
$41K
DWA
2043
Delos Wealth Advisors
Texas
$40.3K
TCM
2044
Tradewinds Capital Management
Washington
$38.2K
VWA
2045
VSM Wealth Advisory
Maryland
$38.2K
LAM
2046
LOM Asset Management
$38K
BSB
2047
Bangor Savings Bank
Maine
$36.9K
WB
2048
Webster Bank
Connecticut
$36.9K
CTA
2049
Colonial Trust Advisors
South Carolina
$36.9K
AW
2050
Avion Wealth
Texas
$36K