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Intuit

2,235 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 916 increasing their positions, 793 reducing their positions, and 153 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 (-$3.42B)

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
2,235
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
$3.14B
Puts
$3.74B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1251
Alteri Wealth
California
$848K
PL
1252
Parthenon LLC
Kentucky
$845K
WFPG
1253
Waller Financial Planning Group
Ohio
$843K
ST
1254
Spinnaker Trust
Maine
$842K
AWM
1255
Act Wealth Management
Texas
$838K
HPM
1256
Hoxton Planning & Management
West Virginia
$837K
HT
1257
Heritage Trust
Oklahoma
$837K
FNT
1258
First National Trust
Pennsylvania
$837K
IFWM
1259
Institute for Wealth Management
Colorado
$833K
WFP
1260
Worthington Financial Partners
Ohio
$830K
GCM
1261
Greenland Capital Management
New York
$828K
7WCP
1262
71 West Capital Partners
Massachusetts
$826K
AWM
1263
Avior Wealth Management
Nebraska
$825K
RCM
1264
Riverpark Capital Management
New York
$825K
HWA
1265
HCR Wealth Advisors
California
$825K
CIC
1266
Carnegie Investment Counsel
Ohio
$824K
MFG
1267
Magnus Financial Group
New York
$821K
GSIAS
1268
Garden State Investment Advisory Services
New Jersey
$818K
SP
1269
SmartHarvest Portfolios
Washington
$815K
NSIM
1270
North Star Investment Management
Illinois
$813K
CWA
1271
CM Wealth Advisors
Ohio
$812K
SM
1272
STF Management
Texas
$811K
CPA
1273
Cardiff Park Advisors
California
$810K
GWM
1274
Gibbs Wealth Management
Georgia
$807K
PFBT
1275
Parkside Financial Bank & Trust
Missouri
$806K