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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
JWA
1401
JFS Wealth Advisors
Pennsylvania
$590K
FF
1402
Foundry Financial
California
$588K
RWP
1403
Revolve Wealth Partners
New Jersey
$588K
SS
1404
SBI Securities
Japan
$588K
WFA
1405
Wellspring Financial Advisors
Ohio
$587K
KIA
1406
KCM Investment Advisors
California
$584K
CT
1407
Caldwell Trust
Florida
$583K
SL
1408
Summitry LLC
California
$582K
BFA
1409
Beaumont Financial Advisors
Massachusetts
$579K
VAM
1410
Verity Asset Management
North Carolina
$578K
SS
1411
Sunbelt Securities
Texas
$574K
IC
1412
Iconiq Capital
California
$571K
CCC
1413
Chesapeake Capital Corp
Florida
$569K
TBT
1414
Texas Bank & Trust
Texas
$568K
SCP
1415
Sivia Capital Partners
California
$567K
BOM
1416
Bank of Marin
California
$567K
BOC
1417
Bull Oak Capital
California
$566K
SHFA
1418
SS&H Financial Advisors
Michigan
$566K
NG
1419
Novem Group
New York
$563K
PWM
1420
Prentice Wealth Management
New York
$563K
TCM
1421
Traynor Capital Management
Pennsylvania
$562K
VC
1422
Veery Capital
Delaware
$562K
FFA
1423
Fortune Financial Advisors
Kansas
$561K
KCM
1424
Kathmere Capital Management
Pennsylvania
$558K
KA
1425
KDT Advisors
New York
$556K