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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
VFA
1301
Values First Advisors
Tennessee
$734K
LA
1302
LVW Advisors
New York
$734K
SA
1303
Sovran Advisors
California
$732K
VW
1304
Vance Wealth
California
$732K
RPWA
1305
Regent Peak Wealth Advisors
Georgia
$732K
MCC
1306
Malaga Cove Capital
California
$729K
IAN
1307
Integrated Advisors Network
Texas
$729K
WC
1308
Waterloo Capital
Texas
$725K
BCG
1309
Breakwater Capital Group
New Jersey
$723K
OFS
1310
Orrstown Financial Services
Pennsylvania
$721K
AA
1311
Alta Advisers
United Kingdom
$721K
BMWS
1312
Brady Martz Wealth Solutions
North Dakota
$720K
VCM
1313
Virtue Capital Management
Tennessee
$715K
AT
1314
American Trust
Kentucky
$714K
LIM
1315
Leavell Investment Management
Alabama
$714K
NRS
1316
Neville Rodie & Shaw
New York
$708K
RDWM
1317
Red Door Wealth Management
Tennessee
$706K
AWAU
1318
Alliance Wealth Advisors (Utah)
Utah
$700K
VHAM
1319
Van Hulzen Asset Management
California
$697K
CT
1320
Clearstead Trust
Maine
$694K
AWP
1321
Abacus Wealth Partners
California
$692K
RMCM
1322
Reynders McVeigh Capital Management
Massachusetts
$691K
EAM
1323
Exane Asset Management
France
$690K
MWM
1324
MorganRosel Wealth Management
Colorado
$687K
VWM
1325
Valley Wealth Managers
New Jersey
$687K