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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
CCG
1126
Ceeto Capital Group
Florida
$1.19M
HSA
1127
HBK Sorce Advisory
Pennsylvania
$1.19M +$876K +1,326 +98%
AFCM
1128
Applied Finance Capital Management
Puerto Rico
$1.18M +$1.18M +1,786 New
TPI
1129
Trust Point Inc
Wisconsin
$1.18M -$66.7K -101 -5%
MPWT
1130
MassMutual Private Wealth & Trust
Connecticut
$1.18M -$41K -62 -3%
PE
1131
PCM Encore
Colorado
$1.18M +$1.17M +1,775 New
SF
1132
Symphony Financial
Texas
$1.17M -$419K -634 -27%
FFM
1133
Forum Financial Management
Illinois
$1.16M -$120K -182 -9%
MPIA
1134
Milestones Private Investment Advisors
New York
$1.16M +$1.98K +3 +0.2%
CS
1135
Crescent Sterling
Louisiana
$1.16M +$133K +201 +13%
NAS
1136
Nicolet Advisory Services
Wisconsin
$1.16M +$350K +530 +41%
HCM
1137
Howland Capital Management
Massachusetts
$1.16M -$40.3K -61 -3%
AM
1138
Account Management
Massachusetts
$1.16M -$72.7K -110 -6%
ECA
1139
Elevate Capital Advisors
Colorado
$1.15M -$162K -245 -12%
JFG
1140
Jefferies Financial Group
New York
$1.15M -$246K -372 -18%
CPW
1141
Cove Private Wealth
New York
$1.15M
RGF
1142
Retirement Guys Formula
Ohio
$1.15M +$669K +1,013 +140%
EAM
1143
Evanson Asset Management
California
$1.15M +$38.3K +58 +3%
JSW
1144
Journey Strategic Wealth
New Jersey
$1.14M -$336K -508 -23%
CCM
1145
Crew Capital Management
Ohio
$1.14M +$132K +200 +13%
LFAS
1146
Level Four Advisory Services
Texas
$1.14M +$31.1K +47 +3%
IIA
1147
ICW Investment Advisors
Arizona
$1.13M +$8.59K +13 +0.8%
PP
1148
PDS Planning
Ohio
$1.13M
SIG
1149
Sargent Investment Group
Maryland
$1.13M +$1.13M +1,707 New
RCG
1150
Regatta Capital Group
California
$1.13M -$4.63K -7 -0.4%