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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
NRS
1326
Neville Rodie & Shaw
New York
$708K -$72.7K -110 -9%
RDWM
1327
Red Door Wealth Management
Tennessee
$706K -$3.3K -5 -0.5%
JRPIM
1328
Journey Retirement Planning & Investment Management
Idaho
$705K +$703K +1,064 New
AWAU
1329
Alliance Wealth Advisors (Utah)
Utah
$700K -$443K -671 -39%
VHAM
1330
Van Hulzen Asset Management
California
$697K +$3.3K +5 +0.5%
CT
1331
Clearstead Trust
Maine
$694K -$33K -50 -5%
AWP
1332
Abacus Wealth Partners
California
$692K +$691K +1,045 New
RMCM
1333
Reynders McVeigh Capital Management
Massachusetts
$691K -$45.6K -69 -6%
EAM
1334
Exane Asset Management
France
$690K
MWM
1335
MorganRosel Wealth Management
Colorado
$687K -$324K -491 -32%
VWM
1336
Valley Wealth Managers
New Jersey
$687K -$24.4K -37 -3%
WBG
1337
Wharton Business Group
Pennsylvania
$686K
SFC
1338
SYM Financial Corp
Indiana
$684K -$155K -234 -18%
EWA
1339
Exencial Wealth Advisors
Oklahoma
$680K +$4.63K +7 +0.7%
MIM
1340
Morningstar Investment Management
Illinois
$675K -$8.19M -12,389 -92%
BHCM
1341
Brevan Howard Capital Management
Jersey
$674K -$2.19M -3,318 -77%
NRC
1342
New Republic Capital
North Carolina
$673K +$356K +538 +113%
TWM
1343
Trevian Wealth Management
Massachusetts
$672K +$2.64K +4 +0.4%
LFG
1344
Larson Financial Group
Missouri
$671K -$15.9K -24 -2%
OFG
1345
Oxford Financial Group
Indiana
$671K -$7.27K -11 -1%
HWA
1346
Heritage Wealth Advisors
Virginia
$671K -$47.6K -72 -7%
FC
1347
FORA Capital
Florida
$670K +$158K +239 New
CIAS
1348
Capital Investment Advisory Services
North Carolina
$668K +$64.1K +97 +11%
PI
1349
Pettee Investors
Connecticut
$663K
RC
1350
RBF Capital
California
$662K