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2,255 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: 2,1902,255 (+65)

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
2,255
Holders Change
+65
Holders Change %
+2.97%
% of All Funds
27.44%
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
CCC
1426
Chesapeake Capital Corp
Florida
$569K
TBT
1427
Texas Bank & Trust
Texas
$568K +$13.2K +20 +2%
SCP
1428
Sivia Capital Partners
California
$567K -$121K -183 -18%
BOM
1429
Bank of Marin
California
$567K -$44.3K -67 -7%
BOC
1430
Bull Oak Capital
California
$566K
SHFA
1431
SS&H Financial Advisors
Michigan
$566K -$60.1K -91 -10%
NG
1432
Novem Group
New York
$563K -$147K -222 -21%
PWM
1433
Prentice Wealth Management
New York
$563K +$14.5K +22 +3%
TCM
1434
Traynor Capital Management
Pennsylvania
$562K -$26.4K -40 -4%
VC
1435
Veery Capital
Delaware
$562K +$1.98K +3 +0.4%
FFA
1436
Fortune Financial Advisors
Kansas
$561K +$9.25K +14 +2%
KCM
1437
Kathmere Capital Management
Pennsylvania
$558K +$128K +193 +30%
KA
1438
KDT Advisors
New York
$556K
SSG
1439
Summit Securities Group
New York
$556K +$494K +748 +822%
PTC
1440
Private Trust Company
Ohio
$554K -$25.1K -38 -4%
IIL
1441
Income Insurance Ltd
$554K +$552K +836 New
Group One Trading
1442
Group One Trading
Illinois
$550K +$368K +557 +203%
MCM
1443
Manchester Capital Management
Vermont
$550K +$150K +227 +38%
AWA
1444
Alta Wealth Advisors
Massachusetts
$549K +$5.95K +9 +1%
RSWM
1445
Robertson Stephens Wealth Management
California
$548K +$134K +203 +33%
CH
1446
Cromwell Holdings
Wyoming
$545K
RCA
1447
Resonant Capital Advisors
Wisconsin
$545K +$46.9K +71 +9%
MUMSS
1448
Mitsubishi UFJ Morgan Stanley Securities
Japan
$545K +$543K +822 New
3IP
1449
3Chopt Investment Partners
Virginia
$544K +$97.8K +148 +22%
AFW
1450
Avantra Family Wealth
Pennsylvania
$539K +$16.5K +25 +3%