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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
VV
1276
Verity & Verity
South Carolina
$802K
MAM
1277
Madison Asset Management
Wisconsin
$795K
FM
1278
Freemont Management
Switzerland
$795K
A
1279
AlphaQuest
New York
$794K
AWM
1280
Aprio Wealth Management
Georgia
$793K
TTIC
1281
Tower Trust & Investment Company
Iowa
$792K
EPW
1282
Evolve Private Wealth
California
$785K
CPWA
1283
Cerro Pacific Wealth Advisors
California
$781K
LDB
1284
Lee, Danner & Bass
Tennessee
$781K
OFG
1285
OmniStar Financial Group
North Carolina
$781K
1C
1286
111 Capital
France
$775K
SW
1287
Simplicity Wealth
New Jersey
$773K
SWA
1288
Stratos Wealth Advisors
Ohio
$769K
NHT
1289
New Hampshire Trust
New Hampshire
$768K
ANTB
1290
AMG National Trust Bank
Colorado
$766K
CCWM
1291
Correct Capital Wealth Management
Missouri
$762K
CWM
1292
Connecticut Wealth Management
Connecticut
$761K
SOS
1293
Silver Oak Securities
Tennessee
$760K
MWM
1294
Meridian Wealth Management
Kentucky
$756K
CLOS
1295
Compagnie Lombard Odier SCmA
Switzerland
$755K
RCAG
1296
Rehmann Capital Advisory Group
Michigan
$753K
PCG
1297
PFC Capital Group
California
$745K
MLL
1298
Moody Lynn & Lieberson
Massachusetts
$742K
SDIC
1299
South Dakota Investment Council
South Dakota
$739K
BRWA
1300
B. Riley Wealth Advisors
Florida
$738K