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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
CCM
676
Coldstream Capital Management
Washington
$5.68M
HW
677
Hancock Whitney
Mississippi
$5.68M
EPW
678
Evergreen Private Wealth
Colorado
$5.67M
STA
679
Summit Trail Advisors
New York
$5.65M
Empower Advisory Group
680
Empower Advisory Group
Colorado
$5.58M
PAI
681
Pittenger & Anderson Inc
Nebraska
$5.58M
LIM
682
Letson Investment Management
Georgia
$5.55M
RWM
683
Rench Wealth Management
Texas
$5.54M
MMA
684
Miracle Mile Advisors
California
$5.53M
VT
685
Vise Technologies
New York
$5.48M
SC
686
Saturna Capital
Washington
$5.44M
CPIG
687
Chicago Partners Investment Group
Illinois
$5.44M
CI
688
Conning Inc
Connecticut
$5.43M
VSQM
689
V-Square Quantitative Management
Illinois
$5.39M
LRPA
690
L. Roy Papp & Associates
Arizona
$5.38M
DWM
691
Diversify Wealth Management
Utah
$5.37M
ECM
692
ExodusPoint Capital Management
New York
$5.35M
PIM
693
Penobscot Investment Management
Massachusetts
$5.31M
HCA
694
Harbour Capital Advisors
Virginia
$5.26M
LTAS
695
Linden Thomas Advisory Services
North Carolina
$5.24M
ECM
696
Everence Capital Management
Indiana
$5.23M
DF
697
DNCA Finance
France
$5.2M
AIM
698
Arcadia Investment Management
Michigan
$5.2M
SCA
699
Snowden Capital Advisors
New York
$5.18M
HCM
700
Howard Capital Management
Georgia
$5.15M