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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
MBTD
1451
Mechanics Bank - Trust Department
California
$539K
LWL
1452
Leo Wealth LLC
Texas
$538K +$282K +427 +111%
CC
1453
Capital Counsel
New York
$537K +$661 +1 +0.1%
UFA
1454
Unify Financial Advisors
Florida
$536K +$535K +809 New
HCA
1455
Hardworking Capital Advisors
California
$534K +$533K +806 New
TWG
1456
The Wealth Group
Minnesota
$532K
SPWG
1457
Sage Private Wealth Group
Illinois
$531K +$14.5K +22 +3%
UIA
1458
Ulland Investment Advisors
Minnesota
$531K -$21.1K -32 -4%
WHCI
1459
W.H. Cornerstone Investments
Massachusetts
$531K +$661 +1 +0.1%
KGC
1460
Kennon-Green & Company
Ohio
$529K -$3.3K -5 -0.6%
OL
1461
OneFund LLC
Florida
$527K +$28.4K +43 +6%
CCA
1462
Conestoga Capital Advisors
Pennsylvania
$527K +$13.2K +20 +3%
SB
1463
Simmons Bank
Arkansas
$525K +$164K +248 +46%
PB
1464
Prosperity Bancshares
Texas
$525K +$524K +793 New
AOWM
1465
Alpha Omega Wealth Management
Virginia
$525K
TPWA
1466
Twin Peaks Wealth Advisors
California
$524K -$37K -56 -4%
WTB
1467
Washington Trust Bank
Washington
$523K +$15.2K +23 +3%
CG
1468
Cynosure Group
Utah
$522K +$66.1K +100 +15%
CIM
1469
Cambria Investment Management
California
$521K +$131K +198 +34%
SAG
1470
SageView Advisory Group
California
$519K +$52.2K +79 +11%
SEIA
1471
Signature Estate & Investment Advisors
California
$519K -$4.63K -7 -0.9%
Betterment LLC
1472
Betterment LLC
New York
$519K +$3.3K +5 +0.6%
SIG
1473
Spinnaker Investment Group
California
$518K -$3.96K -6 -0.8%
MSR
1474
Main Street Research
Connecticut
$516K +$17.8K +27 +4%
PCS
1475
Private Client Services
Kentucky
$514K +$1.32K +2 +0.3%