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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
WA
1401
Wealth Architects
California
$600K -$110K -166 -15%
GGI
1402
Godsey & Gibb Inc
Virginia
$599K
TCOT
1403
Trust Company of Toledo
Ohio
$599K +$231K +349 +63%
HHCP
1404
Hilton Head Capital Partners
South Carolina
$599K +$598K +905 New
BDFN
1405
Bond & Devick Financial Network
Minnesota
$599K -$661 -1 -0.1%
ECA
1406
Elevated Capital Advisors
Utah
$598K -$111K -168 -16%
AAS
1407
Ameritas Advisory Services
Nebraska
$598K +$371K +561 +164%
LA
1408
Lifeworks Advisors
Michigan
$598K +$199K +301 +50%
SACTSONJ
1409
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$596K
TSW
1410
Three Seasons Wealth
Utah
$596K +$24.4K +37 +4%
GWP
1411
Gen-Wealth Partners
Michigan
$595K -$282K -426 -32%
TWP
1412
Tyche Wealth Partners
Texas
$593K +$592K +896 New
JWA
1413
JFS Wealth Advisors
Pennsylvania
$590K +$8.59K +13 +1%
FF
1414
Foundry Financial
California
$588K +$587K +888 New
RWP
1415
Revolve Wealth Partners
New Jersey
$588K +$9.91K +15 +2%
SS
1416
SBI Securities
Japan
$588K +$87.2K +132 +17%
WFA
1417
Wellspring Financial Advisors
Ohio
$587K +$585K +886 New
KIA
1418
KCM Investment Advisors
California
$584K +$11.9K +18 +2%
CT
1419
Caldwell Trust
Florida
$583K
SL
1420
Summitry LLC
California
$582K +$12.6K +19 +2%
BFA
1421
Beaumont Financial Advisors
Massachusetts
$579K +$17.8K +27 +3%
WG
1422
Wellington Group
Indiana
$579K +$578K +874 New
VAM
1423
Verity Asset Management
North Carolina
$578K -$419K -634 -42%
SS
1424
Sunbelt Securities
Texas
$574K +$33K +50 +6%
IC
1425
Iconiq Capital
California
$571K -$40.3K -61 -7%