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2,255 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 919 increasing their positions, 798 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $160B → $157B (-$3.38B)

16% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $3.74B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.14B
Puts
$3.74B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
501
Davenport & Co
Virginia
$12.3M
EW
502
Evexia Wealth
Wisconsin
$12.1M
BWS
503
Buck Wealth Strategies
Colorado
$11.9M
Kayne Anderson Rudnick Investment Management
504
Kayne Anderson Rudnick Investment Management
California
$11.9M
WA
505
Waverly Advisors
Alabama
$11.9M
MCWS
506
McKinley Carter Wealth Services
West Virginia
$11.9M
CFG
507
Citizens Financial Group
Rhode Island
$11.8M
KAS
508
Kemnay Advisory Services
New York
$11.8M
KPM
509
Kinetic Partners Management
Florida
$11.6M
Flossbach Von Storch
510
Flossbach Von Storch
Germany
$11.5M
TCWA
511
Turtle Creek Wealth Advisors
Texas
$11.4M
LOM
512
LTS One Management
New York
$11.4M
GIA
513
GHP Investment Advisors
Colorado
$11.4M
KRS
514
Kentucky Retirement Systems
Kentucky
$11.4M
ORI
515
Oak Ridge Investments
Illinois
$11.3M
EARNEST Partners
516
EARNEST Partners
Georgia
$11.3M
ANBT
517
American National Bank & Trust
Texas
$11.2M
PAS
518
Park Avenue Securities
New York
$11.2M
MGP
519
Metis Global Partners
California
$11.1M
NSUP
520
NLB Skladi upravljanje premozenja
$11.1M
M
521
MOTCO
Texas
$11.1M
AG
522
AIA Group
Hong Kong
$10.8M
SAM
523
Sycomore Asset Management
France
$10.7M
Cambridge Investment Research Advisors
524
Cambridge Investment Research Advisors
Iowa
$10.7M
MCM
525
MAI Capital Management
Ohio
$10.7M