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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
GSIAS
1276
Garden State Investment Advisory Services
New Jersey
$818K -$54.2K -82 -6%
SP
1277
SmartHarvest Portfolios
Washington
$815K +$813K +1,231 New
NSIM
1278
North Star Investment Management
Illinois
$813K +$10.6K +16 +1%
CWA
1279
CM Wealth Advisors
Ohio
$812K +$810K +1,226 New
SM
1280
STF Management
Texas
$811K -$1.99M -3,011 -71%
CPA
1281
Cardiff Park Advisors
California
$810K
GWM
1282
Gibbs Wealth Management
Georgia
$807K -$102K -155 -11%
PFBT
1283
Parkside Financial Bank & Trust
Missouri
$806K +$11.2K +17 +1%
VV
1284
Verity & Verity
South Carolina
$802K +$346K +524 +76%
MAM
1285
Madison Asset Management
Wisconsin
$795K
FM
1286
Freemont Management
Switzerland
$795K +$529K +800 +200%
A
1287
AlphaQuest
New York
$794K -$241K -364 -23%
AWM
1288
Aprio Wealth Management
Georgia
$793K +$172K +260 +28%
TTIC
1289
Tower Trust & Investment Company
Iowa
$792K +$188K +284 +31%
EPW
1290
Evolve Private Wealth
California
$785K +$783K +1,185 New
CPWA
1291
Cerro Pacific Wealth Advisors
California
$781K +$126K +190 +19%
LDB
1292
Lee, Danner & Bass
Tennessee
$781K -$661 -1 -0.1%
OFG
1293
OmniStar Financial Group
North Carolina
$781K +$91.2K +138 +13%
1C
1294
111 Capital
France
$775K +$773K +1,170 New
SW
1295
Simplicity Wealth
New Jersey
$773K +$91.9K +139 +14%
SWA
1296
Stratos Wealth Advisors
Ohio
$769K -$7.93K -12 -1%
NHT
1297
New Hampshire Trust
New Hampshire
$768K -$25.8K -39 -3%
ANTB
1298
AMG National Trust Bank
Colorado
$766K -$80.6K -122 -10%
CCWM
1299
Correct Capital Wealth Management
Missouri
$762K +$23.8K +36 +3%
CWM
1300
Connecticut Wealth Management
Connecticut
$761K -$1.32K -2 -0.2%