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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
WBG
1326
Wharton Business Group
Pennsylvania
$686K
SFC
1327
SYM Financial Corp
Indiana
$684K
EWA
1328
Exencial Wealth Advisors
Oklahoma
$680K
MIM
1329
Morningstar Investment Management
Illinois
$675K
BHCM
1330
Brevan Howard Capital Management
Jersey
$674K
NRC
1331
New Republic Capital
North Carolina
$673K
TWM
1332
Trevian Wealth Management
Massachusetts
$672K
LFG
1333
Larson Financial Group
Missouri
$671K
OFG
1334
Oxford Financial Group
Indiana
$671K
HWA
1335
Heritage Wealth Advisors
Virginia
$671K
FC
1336
FORA Capital
Florida
$670K
CIAS
1337
Capital Investment Advisory Services
North Carolina
$668K
PI
1338
Pettee Investors
Connecticut
$663K
RC
1339
RBF Capital
California
$662K
ICP
1340
Interchange Capital Partners
Pennsylvania
$662K
WI
1341
WBI Investments
New Jersey
$660K
APW
1342
Aventura Private Wealth
Florida
$656K
CGL
1343
Clarius Group LLC
Washington
$654K
ALAM
1344
Asahi Life Asset Management
Japan
$654K
PWMAG
1345
Pinnacle Wealth Management Advisory Group
New Jersey
$654K
CT
1346
Chicago Trust
Illinois
$652K
TP
1347
TritonPoint Partners
Maryland
$649K
NFA
1348
Northern Financial Advisors
Michigan
$648K
4A
1349
4Wealth Advisors
Illinois
$645K
FFA
1350
Founders Financial Alliance
North Carolina
$642K