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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
KWS
1501
Keystone Wealth Services
California
$486K
WI
1502
WrapManager Inc
California
$485K
JAFL
1503
Jay A. Fishman Ltd
Michigan
$485K
CP
1504
Creekside Partners
California
$484K
SEA
1505
Stegent Equity Advisors
Texas
$483K
CFO
1506
Cambient Family Office
Michigan
$483K
NP
1507
NorthRock Partners
Minnesota
$482K
RZH
1508
Relyea Zuckerberg Hanson
Connecticut
$481K
SI
1509
Severin Investments
Missouri
$481K
JBA
1510
Johnson Bixby & Associates
Washington
$480K
MW
1511
Marble Wealth
Alabama
$480K
KWM
1512
KFG Wealth Management
Indiana
$477K
VC
1513
Veracity Capital
Georgia
$476K
TSMHT
1514
Thurston Springer Miller Herd & Titak
Indiana
$475K
CA
1515
Crewe Advisors
Utah
$475K
KWA
1516
Kingswood Wealth Advisors
California
$474K
BWM
1517
BankPlus Wealth Management
Mississippi
$474K
XWL
1518
XXI Wealth LLC
Illinois
$473K
CAM
1519
Costello Asset Management
Pennsylvania
$472K
SIM
1520
Sentry Investment Management
Wisconsin
$471K
BG
1521
Bahl & Gaynor
Ohio
$471K
VA
1522
VestGen Advisors
Illinois
$471K
1W
1523
1776 Wealth
Georgia
$470K
OWCM
1524
One Wealth Capital Management
Arizona
$468K
AWM
1525
Atticus Wealth Management
Florida
$468K