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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
PCIA
701
Prime Capital Investment Advisors
Kansas
$5.13M
QCG
702
Quadrant Capital Group
Ohio
$5.12M
BIA
703
Beacon Investment Advisors
Maryland
$5.12M
GM
704
GeoWealth Management
Illinois
$5.11M
BCFD
705
Boit C.F. David
$5.11M
CWG
706
Cornerstone Wealth Group
North Carolina
$5.06M
FWTB
707
First Western Trust Bank
Colorado
$5.06M
MYA
708
Meiji Yasuda America
New York
$5.04M
CA
709
Commerzbank Aktiengesellschaft
Germany
$5.03M
SAM
710
Securian Asset Management
Minnesota
$5.02M
FFA
711
First Foundation Advisors
California
$4.98M
MSA
712
MUFG Securities Americas
New York
$4.98M
PWM
713
Perigon Wealth Management
California
$4.97M
NW
714
NewEdge Wealth
Pennsylvania
$4.97M
AWM
715
AE Wealth Management
Kansas
$4.97M
MC
716
Maverick Capital
Texas
$4.96M
OCA
717
OpenArc Corporate Advisory
Georgia
$4.96M
CIA
718
Concurrent Investment Advisors
Florida
$4.95M
ACG
719
Allen Capital Group
Nebraska
$4.92M
Squarepoint
720
Squarepoint
New York
$4.92M
GWCM
721
Godshalk Welsh Capital Management
Pennsylvania
$4.92M
DCM
722
Donaldson Capital Management
Indiana
$4.91M
BIA
723
Baer Investment Advisory
California
$4.84M
RAM
724
Redmond Asset Management
Virginia
$4.81M
APWM
725
Argonautica Private Wealth Management
Massachusetts
$4.81M