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2,256 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: 2,1902,256 (+66)

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
2,256
Holders Change
+66
Holders Change %
+3.01%
% of All Funds
27.45%
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
GDP
1051
Great Diamond Partners
Maine
$1.5M +$23.1K +35 +2%
QPBE
1052
Quintet Private Bank (Europe)
Luxembourg
$1.5M -$130K -197 -8%
TFS
1053
Thoroughbred Financial Services
Tennessee
$1.49M -$121K -183 -8%
EH
1054
Equitable Holdings
New York
$1.49M -$1.32K -2 -0.1%
SFFS
1055
Stonehage Fleming Financial Services
Jersey
$1.47M
LCM
1056
Legato Capital Management
California
$1.46M +$1.46M +2,211 New
GIM
1057
Goelzer Investment Management
Indiana
$1.46M +$1.46M +2,203 New
MCM
1058
McRae Capital Management
New Jersey
$1.45M +$9.91K +15 +0.7%
GIM
1059
Generali Investments Management
Slovenia
$1.45M -$276K -417 -16%
BFO
1060
Boston Family Office
Massachusetts
$1.44M +$336K +508 +30%
SGI
1061
Summit Global Investments
Utah
$1.44M +$763K +1,154 +113%
SLT
1062
St Louis Trust
Missouri
$1.44M +$1.01M +1,533 +240%
SSWM
1063
Smith Salley Wealth Management
North Carolina
$1.43M -$7.27K -11 -0.5%
AWP
1064
Accretive Wealth Partners
New Jersey
$1.43M -$75.3K -114 -5%
RFA
1065
ROI Financial Advisors
Oregon
$1.43M -$17.8K -27 -1%
OL
1066
Optas LLC
Texas
$1.43M +$97.8K +148 +7%
EPW
1067
Elevated Private Wealth
Wisconsin
$1.42M +$1.42M +2,150 New
AFT
1068
Alpha Family Trust
California
$1.42M
TWM
1069
Trueblood Wealth Management
Ohio
$1.42M -$8.59K -13 -0.6%
QIM
1070
Quantitative Investment Management
Virginia
$1.41M +$44.9K +68 +3%
AO
1071
Advisor OS
Illinois
$1.41M -$70.7K -107 -5%
RWM
1072
Rockline Wealth Management
New York
$1.4M +$224K +339 +19%
DL
1073
Dockside LLC
New York
$1.4M +$1.4M +2,118 New
FMI
1074
Frec Markets Inc
California
$1.4M +$1.39M +2,108 New
HI
1075
Harbour Investments
Wisconsin
$1.39M +$1.12M +1,688 +412%