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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
BSB
2051
Bangor Savings Bank
Maine
$36.9K
AW
2052
Avion Wealth
Texas
$36K
TCM
2053
TruNorth Capital Management
Michigan
$35.5K
RFS
2054
Richardson Financial Services
Massachusetts
$34.8K
TLA
2055
Tanglewood Legacy Advisors
Texas
$34.1K
CSB
2056
City State Bank
Iowa
$34.1K
RWM
2057
RMG Wealth Management
Wisconsin
$33.3K
TWD
2058
True Wealth Design
Ohio
$33.2K
POIA
2059
Pin Oak Investment Advisors
Texas
$32.8K
MA
2060
MCF Advisors
Kentucky
$32.1K
MIM
2061
MTM Investment Management
South Carolina
$32.1K
DPW
2062
DiNuzzo Private Wealth
Pennsylvania
$30K
OAJ
2063
Ogorek Anthony Joseph
New York
$30K
HHGA
2064
Halbert Hargrove Global Advisors
California
$28.1K
FC
2065
Fairscale Capital
New Hampshire
$28K
TFA
2066
Toth Financial Advisory
Virginia
$27.9K
HWA
2067
HHM Wealth Advisors
Tennessee
$27.3K
CWM
2068
Copia Wealth Management
Oregon
$27.3K
LFA
2069
LGT Financial Advisors
Texas
$27.3K
SHM
2070
Sagard Holdings Management
Ontario, Canada
$24.6K
NFSG
2071
Newbridge Financial Services Group
Florida
$24.1K
BDPWM
2072
Barnes Dennig Private Wealth Management
Ohio
$23.9K
TF
2073
Tompkins Financial
New York
$23.9K
HNW
2074
High Note Wealth
Minnesota
$23.9K
IW
2075
Imprint Wealth
South Carolina
$23.2K