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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
SRWM
2326
Shira Ridge Wealth Management
California
LBC
2327
Lowe Brockenbrough & Co
Virginia
OFO
2328
OneAscent Family Office
Alabama
IWM
2329
Integris Wealth Management
California
NC
2330
NewSquare Capital
Pennsylvania
GWM
2331
Gitterman Wealth Management
New Jersey
QL
2332
Quarry LP
New York
BAM
2333
BOCHK Asset Management
Hong Kong
SO
2334
Sierra Ocean
California
ACM
2335
Aster Capital Management
United Arab Emirates
CCMI
2336
Creative Capital Management Investments
California
WA
2337
Whipplewood Advisors
Colorado
MIFH
2338
Migdal Insurance & Financial Holdings
Israel
BCMLT
2339
Beacon Capital Management LLC (Tennessee)
Tennessee
BA
2340
Bellwether Advisors
Nebraska
SAS
2341
Spurstone Advisory Services
Connecticut
TIM
2342
Total Investment Management
Arizona
RI
2343
Ridgewood Investments
New Jersey
T
2344
Transce3nd
Texas
IMC
2345
Investment Management Corporation
Virginia
PSFG
2346
Park Square Financial Group
Georgia
WCM
2347
WealthTrak Capital Management
Virginia
GC
2348
GFG Capital
Florida
DRP
2349
Decker Retirement Planning
Utah
MPW
2350
MASECO Private Wealth