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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
Blackstone Inc
901
Blackstone Inc
New York
$2.47M
CWP
902
Concord Wealth Partners
Virginia
$2.46M
NG
903
Norden Group
Utah
$2.45M
LSA
904
Leonteq Securities AG
Switzerland
$2.45M
DAS
905
Diversify Advisory Services
Utah
$2.44M
CAMV
906
Concord Asset Management (Virginia)
Virginia
$2.43M
FTWA
907
Fifth Third Wealth Advisors
Ohio
$2.42M
GP
908
Guardian Partners
Canada
$2.42M
WETS
909
Wealth Enhancement Trust Services
South Dakota
$2.42M
JCM
910
Jacobi Capital Management
Pennsylvania
$2.41M
CAG
911
Crestwood Advisors Group
Massachusetts
$2.41M
CPBTD
912
Central Pacific Bank - Trust Division
Hawaii
$2.4M
SF
913
Summit Financial
New Jersey
$2.39M
PA
914
Procyon Advisors
Connecticut
$2.38M
KIM
915
Kestra Investment Management
Texas
$2.36M
GAM
916
Groupama Asset Management
France
$2.35M
TFP
917
Tilia Fiduciary Partners
North Carolina
$2.33M
WTC
918
WhitTier Trust Company
Nevada
$2.33M
ES
919
Element Squared
Minnesota
$2.32M
PL
920
Perpetual Ltd
Australia
$2.32M
CCA
921
Checchi Capital Advisers
California
$2.31M
VWM
922
Venturi Wealth Management
Texas
$2.3M
IA
923
IFP Advisors
Florida
$2.29M
FMWA
924
Forvis Mazars Wealth Advisors
Missouri
$2.28M
PA
925
PFG Advisors
Arizona
$2.28M