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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

70% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 153

15% more repeat investments, than reductions

Existing positions increased: 919 | Existing positions reduced: 798

3% more funds holding

Funds holding: 2,1902,255 (+65)

1.02% more ownership

Funds ownership: 84.31%85.33% (+1%)

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
+65
Holders Change %
+2.97%
% of All Funds
27.44%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.56%
New
260
Increased
919
Reduced
798
Closed
153
Calls
$3.14B
Puts
$3.74B
Net Calls
-$593M
Net Calls Change
-$350M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
976
Churchill Financial Advisors
Kentucky
$1.92M +$1.92M +2,900 New
MYLI
977
Meiji Yasuda Life Insurance
Japan
$1.92M -$15.2K -23 -0.8%
CCM
978
Cohen Capital Management
California
$1.9M
FWA
979
FSM Wealth Advisors
Ohio
$1.89M +$14.5K +22 +0.8%
EHWM
980
Eads & Heald Wealth Management
Georgia
$1.88M -$32.4K -49 -2%
PEAK6
981
PEAK6
Illinois
$1.87M +$1.62M +2,445 +652%
MYAM
982
Meiji Yasuda Asset Management
Japan
$1.86M -$87.2K -132 -4%
VIA
983
Virtus Investment Advisers
Connecticut
$1.86M +$340K +514 +22%
VFA
984
Valeo Financial Advisors
Indiana
$1.85M +$185K +280 +11%
CCM
985
Conway Capital Management
California
$1.85M
PCM
986
Prana Capital Management
Connecticut
$1.84M -$46.5M -70,342 -96%
IWC
987
Integrated Wealth Concepts
Massachusetts
$1.83M -$379K -574 -17%
MAWA
988
Moss Adams Wealth Advisors
Washington
$1.83M +$31.1K +47 +2%
TPF
989
Tribridge Partners Financial
Maryland
$1.82M
PWG
990
Portside Wealth Group
Utah
$1.82M -$231K -350 -11%
FNFDCM
991
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.82M
GPWM
992
Grant Private Wealth Management
California
$1.8M -$2.64K -4 -0.1%
CPC
993
Cookson Peirce & Co
Pennsylvania
$1.79M +$300K +454 +20%
PCS
994
Personal CFO Solutions
New Jersey
$1.78M -$2.64K -4 -0.1%
MWM
995
Modera Wealth Management
New Jersey
$1.76M +$48.2K +73 +3%
XT
996
XTX Topco
Cayman Islands
$1.76M +$1.76M +2,657 New
CI
997
Cigna Investments
Connecticut
$1.75M -$17.2K -26 -1%
CA
998
Cullinan Associates
Kentucky
$1.75M
SWM
999
Scissortail Wealth Management
Oklahoma
$1.75M
FCBT
1000
First Citizens Bank & Trust
North Carolina
$1.75M +$85.2K +129 +5%