INTU icon

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
USB
1526
Union Savings Bank
Connecticut
$467K
FPH
1527
Financial Planning Hawaii
Hawaii
$466K
EL
1528
EWA LLC
Pennsylvania
$464K
PK
1529
Pflug Koory
Nebraska
$464K
LI
1530
Lafayette Investments
Maryland
$462K
TW
1531
Traveka Wealth
California
$461K
WAG
1532
Winthrop Advisory Group
Massachusetts
$461K
CPA
1533
Capital Performance Advisors
California
$460K
CD
1534
Chapin Davis
Maryland
$460K
MFA
1535
Mayflower Financial Advisors
Massachusetts
$460K
WAG
1536
Wallace Advisory Group
California
$455K
MCWA
1537
Meadow Creek Wealth Advisors
Georgia
$454K
PGCM
1538
Prescott Group Capital Management
Oklahoma
$454K
GKFF
1539
George Kaiser Family Foundation
Oklahoma
$454K
TCPG
1540
Trivant Custom Portfolio Group
California
$452K
RCA
1541
Runnymede Capital Advisors
Ohio
$452K
CNBT
1542
Canandaigua National Bank & Trust
New York
$450K
OC
1543
Oakworth Capital
Alabama
$448K
PWA
1544
Prairie Wealth Advisors
Nebraska
$446K
PS
1545
Planned Solutions
California
$445K
APM
1546
Advanced Portfolio Management
New York
$445K
TBWA
1547
Three Bridge Wealth Advisors
California
$444K
WC
1548
Woodstock Corp
Massachusetts
$444K
TNA
1549
True North Advisors
Texas
$443K
AIA
1550
Accelerate Investment Advisors
California
$441K