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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
PCM
1251
Park Capital Management
Wisconsin
$865K +$3.96K +6 +0.5%
STS
1252
SG Trading Solutions
Utah
$864K +$862K +1,305 New
BA
1253
Bridgewater Advisors
New York
$861K -$25.1K -38 -2%
TC
1254
TownSquare Capital
Utah
$859K -$1.29M -1,951 -60%
PCA
1255
Pallas Capital Advisors
Massachusetts
$858K -$1.15M -1,735 -57%
WFI
1256
West Family Investments
California
$858K -$34.4K -52 -4%
CFP
1257
Catalyst Financial Partners
Massachusetts
$853K +$75.3K +114 +10%
Koshinski Asset Management
1258
Koshinski Asset Management
Illinois
$848K -$114K -172 -12%
AW
1259
Alteri Wealth
California
$848K +$3.3K +5 +0.4%
PL
1260
Parthenon LLC
Kentucky
$845K -$264K -400 -24%
WFPG
1261
Waller Financial Planning Group
Ohio
$843K
ST
1262
Spinnaker Trust
Maine
$842K +$44.3K +67 +6%
AWM
1263
Act Wealth Management
Texas
$838K
HPM
1264
Hoxton Planning & Management
West Virginia
$837K -$7.27K -11 -0.9%
HT
1265
Heritage Trust
Oklahoma
$837K +$3.3K +5 +0.4%
FNT
1266
First National Trust
Pennsylvania
$837K +$88.5K +134 +12%
IFWM
1267
Institute for Wealth Management
Colorado
$833K -$5.95K -9 -0.7%
WFP
1268
Worthington Financial Partners
Ohio
$830K +$828K +1,253 New
GCM
1269
Greenland Capital Management
New York
$828K +$826K +1,250 New
7WCP
1270
71 West Capital Partners
Massachusetts
$826K +$824K +1,247 New
AWM
1271
Avior Wealth Management
Nebraska
$825K +$99.8K +151 +14%
RCM
1272
Riverpark Capital Management
New York
$825K -$67.4K -102 -8%
HWA
1273
HCR Wealth Advisors
California
$825K +$26.4K +40 +3%
CIC
1274
Carnegie Investment Counsel
Ohio
$824K +$57.5K +87 +8%
MFG
1275
Magnus Financial Group
New York
$821K +$9.91K +15 +1%