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Intuit

2,234 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 916 increasing their positions, 793 reducing their positions, and 153 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 (-$3.42B)

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
2,234
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
$3.14B
Puts
$3.74B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1W
1526
1776 Wealth
Georgia
$470K
OWCM
1527
One Wealth Capital Management
Arizona
$468K
AWM
1528
Atticus Wealth Management
Florida
$468K
USB
1529
Union Savings Bank
Connecticut
$467K
FPH
1530
Financial Planning Hawaii
Hawaii
$466K
EL
1531
EWA LLC
Pennsylvania
$464K
PK
1532
Pflug Koory
Nebraska
$464K
LI
1533
Lafayette Investments
Maryland
$462K
TW
1534
Traveka Wealth
California
$461K
WAG
1535
Winthrop Advisory Group
Massachusetts
$461K
CPA
1536
Capital Performance Advisors
California
$460K
CD
1537
Chapin Davis
Maryland
$460K
MFA
1538
Mayflower Financial Advisors
Massachusetts
$460K
WAG
1539
Wallace Advisory Group
California
$455K
MCWA
1540
Meadow Creek Wealth Advisors
Georgia
$454K
PGCM
1541
Prescott Group Capital Management
Oklahoma
$454K
GKFF
1542
George Kaiser Family Foundation
Oklahoma
$454K
TCPG
1543
Trivant Custom Portfolio Group
California
$452K
RCA
1544
Runnymede Capital Advisors
Ohio
$452K
CNBT
1545
Canandaigua National Bank & Trust
New York
$450K
OC
1546
Oakworth Capital
Alabama
$448K
PWA
1547
Prairie Wealth Advisors
Nebraska
$446K
PS
1548
Planned Solutions
California
$445K
APM
1549
Advanced Portfolio Management
New York
$445K
TBWA
1550
Three Bridge Wealth Advisors
California
$444K