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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
AF
1376
Aviso Financial
Ontario, Canada
$631K +$1.98K +3 +0.3%
FAN
1377
Financial Advisors Network
California
$628K -$13.9K -21 -2%
HFW
1378
Horizon Family Wealth
Illinois
$628K +$1.32K +2 +0.2%
BF
1379
Brucke Financial
Indiana
$628K -$62.8K -95 -9%
PCG
1380
Prosperity Consulting Group
Maryland
$627K +$54.8K +83 +10%
MA
1381
MONECO Advisors
Connecticut
$626K -$20.5K -31 -3%
1CP
1382
17 Capital Partners
Arizona
$624K -$59.5K -90 -9%
AAMU
1383
AEGON Asset Management (UK)
United Kingdom
$623K +$127K +192 +26%
1SB
1384
1ST Source Bank
Indiana
$621K -$96.5K -146 -13%
BC
1385
BDFS Capital
Delaware
$619K +$617K +934 New
EP
1386
Edgestream Partners
New Jersey
$619K -$572K -865 -48%
MC
1387
Moors & Cabot
Massachusetts
$616K +$60.8K +92 +11%
FAM
1388
Formidable Asset Management
Ohio
$615K
CCA
1389
Coign Capital Advisors
Utah
$615K +$23.8K +36 +4%
DA
1390
Denali Advisors
California
$614K -$7.27K -11 -1%
AGWCA
1391
Annis Gardner Whiting Capital Advisors
Florida
$612K +$21.8K +33 +4%
HR
1392
Hardy Reed
Mississippi
$612K +$37.7K +57 +7%
EW
1393
Expressive Wealth
Illinois
$607K +$606K +917 New
EWM
1394
Evercore Wealth Management
New York
$607K
COCM
1395
Charter Oak Capital Management
New Hampshire
$606K -$3.3K -5 -0.5%
PPW
1396
Parcion Private Wealth
Washington
$606K -$48.2K -73 -7%
PI
1397
PFG Investments
New York
$606K +$11.9K +18 +2%
PC
1398
Permanens Capital
New York
$605K +$604K +914 New
EWA
1399
Eagle Wealth Advisors
Connecticut
$603K +$602K +911 New
TIA
1400
Tiemann Investment Advisors
California
$601K -$66.7K -101 -10%