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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
EI
1226
Ellevest Inc
New York
$919K -$56.8K -86 -6%
RA
1227
RFG Advisory
Alabama
$916K -$352K -532 -28%
LAM
1228
L2 Asset Management
Massachusetts
$914K +$61.5K +93 +7%
HIP
1229
HUB Investment Partners
Texas
$912K +$280K +424 +44%
GBT
1230
Grove Bank & Trust
Florida
$904K -$659K -998 -42%
GAMC
1231
Garner Asset Management Corp
Texas
$901K +$6.61K +10 +0.7%
IFG
1232
Independent Financial Group
California
$898K +$99.1K +150 +12%
GFP
1233
Gryphon Financial Partners
Ohio
$898K +$38.3K +58 +4%
NI
1234
Natural Investments
California
$894K +$98.5K +149 +12%
MIA
1235
MMBG Investment Advisors
Florida
$891K
PWAM
1236
Pinnacle West Asset Management
Wyoming
$886K -$17.8K -27 -2%
HIMC
1237
Heritage Investors Management Corp
Maryland
$886K
HG
1238
Harbor Group
New Hampshire
$880K
GCA
1239
Gradient Capital Advisors
California
$879K +$406K +614 +86%
TS
1240
Triglav Skladi
Slovenia
$878K
CIG
1241
Cascade Investment Group
Colorado
$877K
AA
1242
Ancora Advisors
Ohio
$876K +$54.8K +83 +7%
HIA
1243
Harbor Investment Advisory
Maryland
$875K +$60.1K +91 +7%
PFA
1244
Pure Financial Advisors
California
$874K -$320K -484 -27%
MWM
1245
Modern Wealth Management
Kansas
$874K +$271K +410 +45%
TAFW
1246
Tred Avon Family Wealth
Maryland
$873K +$307K +465 +55%
EB
1247
Eastern Bank
Massachusetts
$873K +$159K +241 +22%
AA
1248
Advisory Advocates
Michigan
$871K +$869K +1,315 New
GWA
1249
Gratus Wealth Advisors
Virginia
$866K -$59.5K -90 -6%
MFIM
1250
Mesirow Financial Investment Management
Illinois
$866K -$17.8K -27 -2%