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Intuit

2,221 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 914 increasing their positions, 791 reducing their positions, and 152 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 (-$3.33B)

16% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.72B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,221
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
$3.13B
Puts
$3.72B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
851
Biltmore Family Office
North Carolina
$2.92M
WPC
852
Wedmont Private Capital
Pennsylvania
$2.9M
SWM
853
Spire Wealth Management
Virginia
$2.89M
KC
854
Katamaran Capital
United Kingdom
$2.88M
FGAM
855
Financial Gravity Asset Management
Texas
$2.86M
PCA
856
Private Capital Advisors
Connecticut
$2.85M
NAM
857
Nutshell Asset Management
United Kingdom
$2.85M
SP
858
Sherman Porfolios
Idaho
$2.84M
TG
859
TCW Group
California
$2.84M
EFG
860
Everhart Financial Group
Ohio
$2.82M
HA
861
Herold Advisors
New York
$2.82M
AWA
862
Aaron Wealth Advisors
Illinois
$2.82M
SC
863
Syon Capital
California
$2.81M
PIA
864
Petredis Investment Advisors
Pennsylvania
$2.81M
AWM
865
Angeles Wealth Management
California
$2.8M
IWA
866
Icon Wealth Advisors
Texas
$2.78M
SWP
867
Sagespring Wealth Partners
Tennessee
$2.76M
IF
868
Ironwood Financial
Arizona
$2.76M
OC
869
Oarsman Capital
Wisconsin
$2.74M
FDS
870
Freedom Day Solutions
Texas
$2.73M
PMWMG
871
Parr McKnight Wealth Management Group
Minnesota
$2.7M
AG
872
Ascent Group
Virginia
$2.67M
UW
873
Unique Wealth
Florida
$2.67M
CA
874
Cache Advisors
California
$2.66M
SSI
875
Scott & Selber Inc
Texas
$2.66M