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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
TCM
2051
TruNorth Capital Management
Michigan
$35.5K
RFS
2052
Richardson Financial Services
Massachusetts
$34.8K
CSB
2053
City State Bank
Iowa
$34.1K
TLA
2054
Tanglewood Legacy Advisors
Texas
$34.1K
RWM
2055
RMG Wealth Management
Wisconsin
$33.3K
TWD
2056
True Wealth Design
Ohio
$33.2K
POIA
2057
Pin Oak Investment Advisors
Texas
$32.8K
MA
2058
MCF Advisors
Kentucky
$32.1K
MIM
2059
MTM Investment Management
South Carolina
$32.1K
DPW
2060
DiNuzzo Private Wealth
Pennsylvania
$30K
OAJ
2061
Ogorek Anthony Joseph
New York
$30K
HHGA
2062
Halbert Hargrove Global Advisors
California
$28.1K
FC
2063
Fairscale Capital
New Hampshire
$28K
TFA
2064
Toth Financial Advisory
Virginia
$27.9K
HWA
2065
HHM Wealth Advisors
Tennessee
$27.3K
CWM
2066
Copia Wealth Management
Oregon
$27.3K
LFA
2067
LGT Financial Advisors
Texas
$27.3K
SHM
2068
Sagard Holdings Management
Ontario, Canada
$24.6K
NFSG
2069
Newbridge Financial Services Group
Florida
$24.1K
BDPWM
2070
Barnes Dennig Private Wealth Management
Ohio
$23.9K
TF
2071
Tompkins Financial
New York
$23.9K
HNW
2072
High Note Wealth
Minnesota
$23.9K
IW
2073
Imprint Wealth
South Carolina
$23.2K
OPTFSNA
2074
Old Point Trust & Financial Services N A
Virginia
$21.9K
FRA
2075
Front Row Advisors
California
$21.9K