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Intuit

2,221 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 914 increasing their positions, 791 reducing their positions, and 152 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 (-$3.33B)

16% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.72B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,221
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
$3.13B
Puts
$3.72B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1126
Forum Financial Management
Illinois
$1.16M
MPIA
1127
Milestones Private Investment Advisors
New York
$1.16M
CS
1128
Crescent Sterling
Louisiana
$1.16M
NAS
1129
Nicolet Advisory Services
Wisconsin
$1.16M
HCM
1130
Howland Capital Management
Massachusetts
$1.16M
AM
1131
Account Management
Massachusetts
$1.16M
ECA
1132
Elevate Capital Advisors
Colorado
$1.15M
JFG
1133
Jefferies Financial Group
New York
$1.15M
CPW
1134
Cove Private Wealth
New York
$1.15M
RGF
1135
Retirement Guys Formula
Ohio
$1.15M
EAM
1136
Evanson Asset Management
California
$1.15M
JSW
1137
Journey Strategic Wealth
New Jersey
$1.14M
CCM
1138
Crew Capital Management
Ohio
$1.14M
LFAS
1139
Level Four Advisory Services
Texas
$1.14M
IIA
1140
ICW Investment Advisors
Arizona
$1.13M
PP
1141
PDS Planning
Ohio
$1.13M
SIG
1142
Sargent Investment Group
Maryland
$1.13M
RCG
1143
Regatta Capital Group
California
$1.13M
CWP
1144
Curated Wealth Partners
California
$1.13M
CIAM
1145
Caitong International Asset Management
Hong Kong
$1.13M
NPT
1146
Nixon Peabody Trust
Massachusetts
$1.13M
IWM
1147
IHT Wealth Management
Illinois
$1.13M
DWM
1148
Destination Wealth Management
California
$1.13M
CSPIA
1149
Cary Street Partners Investment Advisory
Virginia
$1.12M
IC
1150
Inscription Capital
Texas
$1.11M