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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
FAM
1376
Formidable Asset Management
Ohio
$615K
CCA
1377
Coign Capital Advisors
Utah
$615K
DA
1378
Denali Advisors
California
$614K
AGWCA
1379
Annis Gardner Whiting Capital Advisors
Florida
$612K
HR
1380
Hardy Reed
Mississippi
$612K
EW
1381
Expressive Wealth
Illinois
$607K
EWM
1382
Evercore Wealth Management
New York
$607K
COCM
1383
Charter Oak Capital Management
New Hampshire
$606K
PPW
1384
Parcion Private Wealth
Washington
$606K
PI
1385
PFG Investments
New York
$606K
PC
1386
Permanens Capital
New York
$605K
EWA
1387
Eagle Wealth Advisors
Connecticut
$603K
TIA
1388
Tiemann Investment Advisors
California
$601K
WA
1389
Wealth Architects
California
$600K
GGI
1390
Godsey & Gibb Inc
Virginia
$599K
TCOT
1391
Trust Company of Toledo
Ohio
$599K
HHCP
1392
Hilton Head Capital Partners
South Carolina
$599K
BDFN
1393
Bond & Devick Financial Network
Minnesota
$599K
ECA
1394
Elevated Capital Advisors
Utah
$598K
AAS
1395
Ameritas Advisory Services
Nebraska
$598K
LA
1396
Lifeworks Advisors
Michigan
$598K
SACTSONJ
1397
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$596K
TSW
1398
Three Seasons Wealth
Utah
$596K
GWP
1399
Gen-Wealth Partners
Michigan
$595K
TWP
1400
Tyche Wealth Partners
Texas
$593K