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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
DE
1201
Diversified Enterprises
Delaware
$994K +$511K +773 +106%
PCM
1202
Penserra Capital Management
California
$992K -$1.24M -1,874 -56%
PHAM
1203
Palisades Hudson Asset Management
Florida
$989K
BPCE
1204
Bank Pictet & Cie (Europe)
Germany
$986K -$200K -303 -17%
VST
1205
Van Strum & Towne
California
$984K
FHA
1206
Flagship Harbor Advisors
Massachusetts
$979K -$410K -621 -30%
SAM
1207
Simplify Asset Management
Nevada
$972K +$196K +297 +25%
ST
1208
Smithfield Trust
Pennsylvania
$972K -$2.64K -4 -0.3%
VCA
1209
Verdence Capital Advisors
Maryland
$971K -$263K -398 -21%
OIAM
1210
OFI Invest Asset Management
France
$971K +$883K +1,337 +768%
ACS
1211
Archford Capital Strategies
Illinois
$970K +$1.98K +3 +0.2%
TSS
1212
Two Sigma Securities
New York
$970K +$967K +1,464 New
GLA
1213
Great Lakes Advisors
Illinois
$965K -$28.4K -43 -3%
WPP
1214
Whalerock Point Partners
Rhode Island
$964K
LCGC
1215
Legacy Capital Group California
California
$958K -$10.6K -16 -1%
FAM
1216
Fulcrum Asset Management
United Kingdom
$950K -$27.8K -42 -3%
WAM
1217
Weatherly Asset Management
California
$949K -$2.64K -4 -0.3%
EWA
1218
EverSource Wealth Advisors
Alabama
$948K -$6.61K -10 -0.7%
FCH
1219
Freestone Capital Holdings
Washington
$947K -$235K -356 -20%
LCWP
1220
Legacy Capital Wealth Partners
Arkansas
$939K +$44.9K +68 +5%
BLC
1221
Brown, Lisle/Cummings
Rhode Island
$939K +$661K +1,000 +239%
PWP
1222
Principle Wealth Partners
Connecticut
$939K +$20.5K +31 +2%
EFS
1223
Essex Financial Services
Connecticut
$931K +$2.64K +4 +0.3%
PAM
1224
Paradigm Asset Management
New York
$927K -$66.1K -100 -7%
RIA
1225
Regal Investment Advisors
Michigan
$926K +$923K +1,397 New