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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
KNW
1501
Kesler Norman & Wride
Utah
$495K +$278K +421 +129%
EAM
1502
Everstar Asset Management
North Carolina
$495K +$3.84M +5,807 New
SFWC
1503
Strategic Family Wealth Counselors
New Jersey
$495K +$618K +935 New
GS
1504
GWN Securities
Florida
$495K +$11.2K +17 +2%
FWP
1505
Fiduciary Wealth Partners
Massachusetts
$494K
OFS
1506
OneAscent Financial Services
Alabama
$494K +$81.9K +124 +20%
PF
1507
Prota Financial
Texas
$493K +$492K +744 New
IAIM
1508
International Assets Investment Management
Florida
$491K +$19.2K +29 +4%
AAA
1509
Andrews Advisory Associates
Hawaii
$490K +$489K +740 New
HAS
1510
HBW Advisory Services
California
$489K +$39.6K +60 +9%
LI
1511
LVZ Inc
Michigan
$488K +$68.1K +103 +16%
MAG
1512
Meadowbrook Advisors Group
New Jersey
$488K +$486K +736 New
BAAM
1513
Baker Avenue Asset Management
California
$487K -$1.52M -2,305 -76%
LB
1514
Legacy Bridge
Iowa
$487K +$17.8K +27 +4%
KWS
1515
Keystone Wealth Services
California
$486K +$3.3K +5 +0.7%
WI
1516
WrapManager Inc
California
$485K -$64.8K -98 -12%
JAFL
1517
Jay A. Fishman Ltd
Michigan
$485K
CP
1518
Creekside Partners
California
$484K +$483K +731 New
SEA
1519
Stegent Equity Advisors
Texas
$483K -$1.98K -3 -0.4%
CFO
1520
Cambient Family Office
Michigan
$483K +$482K +729 New
NP
1521
NorthRock Partners
Minnesota
$482K -$2.58M -3,901 -84%
RZH
1522
Relyea Zuckerberg Hanson
Connecticut
$481K -$7.93K -12 -2%
SI
1523
Severin Investments
Missouri
$481K -$121K -183 -20%
JBA
1524
Johnson Bixby & Associates
Washington
$480K
MW
1525
Marble Wealth
Alabama
$480K +$479K +725 New