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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
SOS
1301
Silver Oak Securities
Tennessee
$760K +$749K +1,134 New
MWM
1302
Meridian Wealth Management
Kentucky
$756K -$19.2K -29 -2%
CLOS
1303
Compagnie Lombard Odier SCmA
Switzerland
$755K -$550K -833 -42%
RCAG
1304
Rehmann Capital Advisory Group
Michigan
$753K +$61.5K +93 +9%
PCG
1305
PFC Capital Group
California
$745K
MLL
1306
Moody Lynn & Lieberson
Massachusetts
$742K +$5.95K +9 +0.8%
SDIC
1307
South Dakota Investment Council
South Dakota
$739K -$52.9K -80 -7%
SWP
1308
Strategic Wealth Partners
Ohio
$738K -$76.7K -116 -9%
BRWA
1309
B. Riley Wealth Advisors
Florida
$738K +$40.3K +61 +6%
PWS
1310
Precision Wealth Strategies
Missouri
$736K +$29.1K +44 +4%
VFA
1311
Values First Advisors
Tennessee
$734K +$110K +166 +18%
LA
1312
LVW Advisors
New York
$734K +$9.25K +14 +1%
SA
1313
Sovran Advisors
California
$732K +$5.95K +9 +0.7%
VW
1314
Vance Wealth
California
$732K +$3.96K +6 +0.5%
RPWA
1315
Regent Peak Wealth Advisors
Georgia
$732K +$9.91K +15 +1%
MCC
1316
Malaga Cove Capital
California
$729K -$57.5K -87 -7%
IAN
1317
Integrated Advisors Network
Texas
$729K -$157K -237 -18%
WC
1318
Waterloo Capital
Texas
$725K -$97.1K -147 -12%
BCG
1319
Breakwater Capital Group
New Jersey
$723K -$11.9K -18 -2%
OFS
1320
Orrstown Financial Services
Pennsylvania
$721K +$227K +343 +46%
AA
1321
Alta Advisers
United Kingdom
$721K -$185K -280 -20%
BMWS
1322
Brady Martz Wealth Solutions
North Dakota
$720K +$357K +541 +99%
VCM
1323
Virtue Capital Management
Tennessee
$715K -$12.3M -18,643 -94%
AT
1324
American Trust
Kentucky
$714K -$11.9K -18 -2%
LIM
1325
Leavell Investment Management
Alabama
$714K -$42.3K -64 -6%