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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
NAMNJ
1476
NorthStar Asset Management (New Jersey)
New Jersey
$513K +$661 +1 +0.1%
SQA
1477
Simon Quick Advisors
New Jersey
$513K +$68.7K +104 +15%
CCFM
1478
Clear Creek Financial Management
Washington
$513K +$13.2K +20 +3%
CPW
1479
Catalyst Private Wealth
California
$513K -$49.6K -75 -9%
SIM
1480
Stratos Investment Management
Ohio
$510K -$249K -377 -33%
AF
1481
Arrow Financial
New York
$509K
GFA
1482
Godfrey Financial Associates
New York
$508K +$507K +767 New
AWM
1483
Accurate Wealth Management
Florida
$508K +$63.4K +96 +14%
TWP
1484
Triad Wealth Partners
Kansas
$508K -$43K -65 -8%
BWA
1485
BlueSky Wealth Advisors
North Carolina
$507K
PFG
1486
PAX Financial Group
Texas
$506K -$48.2K -73 -9%
CAG
1487
Csenge Advisory Group
Florida
$506K -$99.8K -151 -17%
FSA
1488
Fort Sheridan Advisors
Illinois
$505K
FIA
1489
Foundations Investment Advisors
Arizona
$503K +$41K +62 +9%
KFP
1490
KMG Fiduciary Partners
Ohio
$501K -$14.5K -22 -3%
CWA
1491
Canvas Wealth Advisors
Kansas
$501K +$2.64K +4 +0.5%
PWMG
1492
Prestige Wealth Management Group
New Jersey
$500K +$19.8K +30 +4%
SVWAG
1493
Sound View Wealth Advisors Group
Georgia
$500K -$95.2K -144 -16%
SL
1494
SFM LLC
New Hampshire
$500K +$20.5K +31 +4%
II
1495
Impact Investors
California
$500K -$2.64K -4 -0.5%
TWM
1496
TLW Wealth Management
Florida
$499K +$158K +239 +46%
BWP
1497
Bernardo Wealth Planning
Pennsylvania
$498K +$15.2K +23 +3%
SWM
1498
SeaCrest Wealth Management
New York
$498K +$11.9K +18 +2%
GCP
1499
Gill Capital Partners
Colorado
$497K
CBT
1500
CoreFirst Bank & Trust
Kansas
$496K -$60.8K -92 -11%