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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
ICP
1351
Interchange Capital Partners
Pennsylvania
$662K -$27.8K -42 -4%
WI
1352
WBI Investments
New Jersey
$660K -$73.3K -111 -10%
APW
1353
Aventura Private Wealth
Florida
$656K -$50.9K -77 -7%
CGL
1354
Clarius Group LLC
Washington
$654K -$272K -411 -29%
ALAM
1355
Asahi Life Asset Management
Japan
$654K +$307K +465 +89%
PWMAG
1356
Pinnacle Wealth Management Advisory Group
New Jersey
$654K +$17.8K +27 +3%
CT
1357
Chicago Trust
Illinois
$652K +$49.6K +75 +8%
TP
1358
TritonPoint Partners
Maryland
$649K +$648K +980 New
NFA
1359
Northern Financial Advisors
Michigan
$648K -$139K -210 -18%
4A
1360
4Wealth Advisors
Illinois
$645K +$37.7K +57 +6%
FFA
1361
Founders Financial Alliance
North Carolina
$642K +$661 +1 +0.1%
TWM
1362
Tolleson Wealth Management
Texas
$642K
KFAS
1363
Keating Financial Advisory Services
Kansas
$641K +$640K +968 New
EDRH
1364
Edmond de Rothschild Holding
Switzerland
$641K -$10.6K -16 -2%
DCM
1365
DGS Capital Management
New Jersey
$639K -$56.8K -86 -8%
BIA
1366
Bell Investment Advisors
California
$637K +$24.4K +37 +4%
PWA
1367
Pitcairn Wealth Advisors
Pennsylvania
$637K +$636K +962 New
PT
1368
Plimoth Trust
Massachusetts
$637K -$66.1K -100 -9%
EA
1369
Everpar Advisors
Oklahoma
$637K +$37K +56 +6%
PCM
1370
Prelude Capital Management
New York
$637K +$295K +447 +87%
PL
1371
Plancorp LLC
Missouri
$634K -$24.4K -37 -4%
VCM
1372
Versant Capital Management
Arizona
$634K +$111K +168 +21%
CPC
1373
Congress Park Capital
New York
$633K +$26.4K +40 +4%
BHBT
1374
Burke & Herbert Bank & Trust
Virginia
$633K -$159K -240 -20%
C
1375
Certuity
Florida
$632K -$31.7K -48 -5%