We are live on ! Find out more

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
LT
1101
Legacy Trust
Michigan
$1.28M
BWP
1102
BSW Wealth Partners
Colorado
$1.28M -$56.8K -86 -4%
BOC
1103
Barbara Oil Co
Illinois
$1.26M
CIA
1104
Capital Investment Advisors
Georgia
$1.25M -$92.5K -140 -7%
QWM
1105
Quadcap Wealth Management
Texas
$1.25M +$58.8K +89 +5%
RAM
1106
Ramirez Asset Management
New York
$1.25M
OPA
1107
Old Port Advisors
Maine
$1.24M +$661 +1 +0.1%
QWP
1108
Quotient Wealth Partners
Texas
$1.24M -$182K -276 -13%
RA
1109
RiverPark Advisors
New York
$1.24M
CF
1110
Convergence Financial
Missouri
$1.24M -$163K -247 -12%
ADL
1111
Asset Dedication LLC
California
$1.23M -$145K -219 -11%
CL
1112
CVFG LLC
Indiana
$1.23M -$11.9K -18 -1%
WCM
1113
Weaver Capital Management
Georgia
$1.23M +$415K +628 +51%
BWM
1114
BAM Wealth Management
Colorado
$1.23M -$68.1K -103 -5%
MA
1115
Mutual Advisors
Nebraska
$1.22M -$108K -163 -8%
MOS
1116
MGO One Seven
Ohio
$1.22M +$70.7K +107 +6%
VCM
1117
Verde Capital Management
Michigan
$1.22M +$25.1K +38 +2%
OIS
1118
Okabena Investment Services
Minnesota
$1.22M
DCU
1119
Dara Capital US
Florida
$1.22M +$1.21M +1,837 New
DWM
1120
Darwin Wealth Management
Florida
$1.21M -$736K -1,114 -38%
WSCM
1121
Wellington Shields Capital Management
New York
$1.21M
KIC
1122
Kensington Investment Counsel
California
$1.21M +$35.7K +54 +3%
HS
1123
HighVista Strategies
Massachusetts
$1.2M -$231K -350 -16%
SC
1124
Shuttleworth & Co
Ohio
$1.2M -$187K -283 -14%
SFS
1125
Sowell Financial Services
Arkansas
$1.19M -$137K -207 -10%