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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
CB
1026
Cadence Bank
Mississippi
$1.61M -$97.8K -148 -6%
CCA
1027
Childress Capital Advisors
Texas
$1.59M +$593K +898 +60%
PPWP
1028
Premier Path Wealth Partners
New Jersey
$1.58M +$75.3K +114 +5%
CTA
1029
Chesley Taft & Associates
Illinois
$1.57M +$1.98K +3 +0.1%
AWA
1030
Arkadios Wealth Advisors
Georgia
$1.57M -$37.7K -57 -2%
JSA
1031
Jacobson & Schmitt Advisors
Wisconsin
$1.57M -$115K -174 -7%
PWP
1032
Precedent Wealth Partners
Texas
$1.56M +$163K +247 +12%
CNBTD
1033
Citizens National Bank Trust Department
Mississippi
$1.56M -$9.91K -15 -0.6%
FCM
1034
Fieldview Capital Management
Michigan
$1.56M +$1.55M +2,349 New
MMEA
1035
Main Management ETF Advisors
California
$1.56M +$15.9K +24 +1%
HIIFS
1036
Harel Insurance Investments & Financial Services
Israel
$1.55M -$494K -748 -24%
DSC
1037
Duncker Streett & Co
Missouri
$1.55M
PAM
1038
Peak Asset Management
Colorado
$1.55M
WA
1039
Wealth Alliance
New York
$1.55M +$30.4K +46 +2%
ATC
1040
Argent Trust Co
Tennessee
$1.55M -$239K -362 -13%
SAM
1041
Sompo Asset Management
Japan
$1.55M -$26.4K -40 -2%
FFS
1042
Founders Financial Securities
Maryland
$1.55M +$190K +287 +14%
SG
1043
StoneX Group
New York
$1.55M +$97.1K +147 +7%
IIC
1044
Ironwood Investment Counsel
Arizona
$1.54M -$40.3K -61 -3%
AT
1045
Adelphi Trust
Florida
$1.53M +$1.53M +2,311 New
NS
1046
NBC Securities
Alabama
$1.52M +$55.5K +84 +4%
EWM
1047
Empirical Wealth Management
Washington
$1.52M -$61.5K -93 -4%
NB
1048
Nicolet Bankshares
Wisconsin
$1.52M +$258K +391 +21%
QC
1049
Quent Capital
New York
$1.5M +$32.4K +49 +2%
QLSGSCF
1050
Quent Long Short Global Small Cap Fund
New York
$1.5M +$1.5M +2,263 New