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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
MWM
1326
MorganRosel Wealth Management
Colorado
$687K
VWM
1327
Valley Wealth Managers
New Jersey
$687K
WBG
1328
Wharton Business Group
Pennsylvania
$686K
SFC
1329
SYM Financial Corp
Indiana
$684K
EWA
1330
Exencial Wealth Advisors
Oklahoma
$680K
MIM
1331
Morningstar Investment Management
Illinois
$675K
BHCM
1332
Brevan Howard Capital Management
Jersey
$674K
NRC
1333
New Republic Capital
North Carolina
$673K
TWM
1334
Trevian Wealth Management
Massachusetts
$672K
LFG
1335
Larson Financial Group
Missouri
$671K
OFG
1336
Oxford Financial Group
Indiana
$671K
HWA
1337
Heritage Wealth Advisors
Virginia
$671K
FC
1338
FORA Capital
Florida
$670K
CIAS
1339
Capital Investment Advisory Services
North Carolina
$668K
PI
1340
Pettee Investors
Connecticut
$663K
RC
1341
RBF Capital
California
$662K
ICP
1342
Interchange Capital Partners
Pennsylvania
$662K
WI
1343
WBI Investments
New Jersey
$660K
APW
1344
Aventura Private Wealth
Florida
$656K
CGL
1345
Clarius Group LLC
Washington
$654K
ALAM
1346
Asahi Life Asset Management
Japan
$654K
PWMAG
1347
Pinnacle Wealth Management Advisory Group
New Jersey
$654K
CT
1348
Chicago Trust
Illinois
$652K
TP
1349
TritonPoint Partners
Maryland
$649K
NFA
1350
Northern Financial Advisors
Michigan
$648K