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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
ACM
851
Aljian Capital Management
Nevada
$2.94M
AC
852
Avestar Capital
New York
$2.93M
MWM
853
Mission Wealth Management
California
$2.93M
BFO
854
Biltmore Family Office
North Carolina
$2.92M
WPC
855
Wedmont Private Capital
Pennsylvania
$2.9M
SWM
856
Spire Wealth Management
Virginia
$2.89M
KC
857
Katamaran Capital
United Kingdom
$2.88M
FGAM
858
Financial Gravity Asset Management
Texas
$2.86M
PCA
859
Private Capital Advisors
Connecticut
$2.85M
NAM
860
Nutshell Asset Management
United Kingdom
$2.85M
SP
861
Sherman Porfolios
Idaho
$2.84M
TG
862
TCW Group
California
$2.84M
EFG
863
Everhart Financial Group
Ohio
$2.82M
HA
864
Herold Advisors
New York
$2.82M
AWA
865
Aaron Wealth Advisors
Illinois
$2.82M
SC
866
Syon Capital
California
$2.81M
PIA
867
Petredis Investment Advisors
Pennsylvania
$2.81M
AWM
868
Angeles Wealth Management
California
$2.8M
IWA
869
Icon Wealth Advisors
Texas
$2.78M
SWP
870
Sagespring Wealth Partners
Tennessee
$2.76M
IF
871
Ironwood Financial
Arizona
$2.76M
OC
872
Oarsman Capital
Wisconsin
$2.74M
FDS
873
Freedom Day Solutions
Texas
$2.73M
HAG
874
HighPoint Advisor Group
Illinois
$2.72M
PMWMG
875
Parr McKnight Wealth Management Group
Minnesota
$2.7M