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Intuit

2,221 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 914 increasing their positions, 791 reducing their positions, and 152 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 (-$3.33B)

16% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.72B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,221
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
$3.13B
Puts
$3.72B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1276
Madison Asset Management
Wisconsin
$795K
FM
1277
Freemont Management
Switzerland
$795K
A
1278
AlphaQuest
New York
$794K
AWM
1279
Aprio Wealth Management
Georgia
$793K
TTIC
1280
Tower Trust & Investment Company
Iowa
$792K
EPW
1281
Evolve Private Wealth
California
$785K
CPWA
1282
Cerro Pacific Wealth Advisors
California
$781K
LDB
1283
Lee, Danner & Bass
Tennessee
$781K
OFG
1284
OmniStar Financial Group
North Carolina
$781K
1C
1285
111 Capital
France
$775K
SW
1286
Simplicity Wealth
New Jersey
$773K
SWA
1287
Stratos Wealth Advisors
Ohio
$769K
NHT
1288
New Hampshire Trust
New Hampshire
$768K
ANTB
1289
AMG National Trust Bank
Colorado
$766K
CCWM
1290
Correct Capital Wealth Management
Missouri
$762K
CWM
1291
Connecticut Wealth Management
Connecticut
$761K
SOS
1292
Silver Oak Securities
Tennessee
$760K
MWM
1293
Meridian Wealth Management
Kentucky
$756K
CLOS
1294
Compagnie Lombard Odier SCmA
Switzerland
$755K
RCAG
1295
Rehmann Capital Advisory Group
Michigan
$753K
PCG
1296
PFC Capital Group
California
$745K
MLL
1297
Moody Lynn & Lieberson
Massachusetts
$742K
SDIC
1298
South Dakota Investment Council
South Dakota
$739K
BRWA
1299
B. Riley Wealth Advisors
Florida
$738K
PWS
1300
Precision Wealth Strategies
Missouri
$736K