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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
GCC
801
Guardian Capital (Canada)
Ontario, Canada
$3.62M
FRA
802
Frank Rimerman Advisors
California
$3.59M
MWA
803
Monograph Wealth Advisors
California
$3.59M
FBT
804
First Bank & Trust
South Dakota
$3.56M
Capstone Investment Advisors
805
Capstone Investment Advisors
New York
$3.54M
AI
806
Advent International
Massachusetts
$3.52M
SAM
807
Smartleaf Asset Management
Massachusetts
$3.51M
BP
808
Ballentine Partners
Massachusetts
$3.5M
JWCA
809
J.W. Cole Advisors
Florida
$3.49M
DA
810
Dash Acquisitions
California
$3.49M
DCM
811
Decatur Capital Management
Georgia
$3.44M
DCM
812
Davidson Capital Management
Texas
$3.42M
First Manhattan
813
First Manhattan
New York
$3.42M
TPCW
814
TD Private Client Wealth
New York
$3.41M
SI
815
Scharf Investments
California
$3.4M
SAM
816
S.A. Mason
Michigan
$3.39M
RWP
817
RWA Wealth Partners
Massachusetts
$3.38M
PPA
818
Pacific Point Advisors
California
$3.38M
FM
819
Family Management
New York
$3.33M
OCAM
820
Onex Canada Asset Management
Ontario, Canada
$3.31M
VFM
821
Viking Fund Management
North Dakota
$3.31M
CTC
822
Central Trust Company
Missouri
$3.3M
CBA
823
Coastal Bridge Advisors
Connecticut
$3.24M
CAAS
824
Capital Asset Advisory Services
Michigan
$3.22M
WF
825
Welch & Forbes
Massachusetts
$3.21M