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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
CWP
1151
Curated Wealth Partners
California
$1.13M +$55.5K +84 +5%
CIAM
1152
Caitong International Asset Management
Hong Kong
$1.13M +$1.13M +1,705 New
NPT
1153
Nixon Peabody Trust
Massachusetts
$1.13M -$41K -62 -4%
IWM
1154
IHT Wealth Management
Illinois
$1.13M +$27.8K +42 +3%
DWM
1155
Destination Wealth Management
California
$1.13M +$1.12M +1,699 New
CSPIA
1156
Cary Street Partners Investment Advisory
Virginia
$1.12M +$78.6K +119 +8%
IC
1157
Inscription Capital
Texas
$1.11M +$472K +714 +74%
RAM
1158
Robinhood Asset Management
California
$1.11M +$1.11M +1,673 New
RWPA
1159
Richard W. Paul & Associates
Michigan
$1.11M +$192K +291 +21%
HFO
1160
Heritage Family Offices
Arizona
$1.1M +$1.1M +1,666 New
NCM
1161
Nelson Capital Management
California
$1.1M -$1.32K -2 -0.1%
SP
1162
Stablepoint Partners
Massachusetts
$1.09M +$21.8K +33 +2%
UBG
1163
United Bank (Georgia)
Georgia
$1.09M +$254K +384 +30%
DWM
1164
Dakota Wealth Management
Florida
$1.09M -$120K -181 -10%
JMFC
1165
J.M. Forbes & Co
Massachusetts
$1.08M
FNBT
1166
FineMark National Bank & Trust
Florida
$1.08M -$7.93K -12 -0.7%
EMC
1167
Everest Management Corp
California
$1.08M -$11.2K -17 -1%
PL
1168
PeakShares LLC
Florida
$1.08M +$1.08M +1,632 New
WA
1169
WBH Advisory
Maryland
$1.08M
HBT
1170
Hills Bank & Trust
Iowa
$1.08M +$66.7K +101 +7%
ACM
1171
Advisors Capital Management
New Jersey
$1.08M -$19.2K -29 -2%
SMA
1172
Sage Mountain Advisors
Georgia
$1.08M -$65.4K -99 -6%
RSC
1173
Red Spruce Capital
Pennsylvania
$1.07M
BHPW
1174
Beverly Hills Private Wealth
California
$1.07M -$25.1K -38 -2%
DWM
1175
Ducere Wealth Management
California
$1.07M +$1.07M +1,613 New