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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

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 (-$3.38B)

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
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
KWM
1526
KFG Wealth Management
Indiana
$477K
VC
1527
Veracity Capital
Georgia
$476K
TSMHT
1528
Thurston Springer Miller Herd & Titak
Indiana
$475K
CA
1529
Crewe Advisors
Utah
$475K
KWA
1530
Kingswood Wealth Advisors
California
$474K
BWM
1531
BankPlus Wealth Management
Mississippi
$474K
XWL
1532
XXI Wealth LLC
Illinois
$473K
CAM
1533
Costello Asset Management
Pennsylvania
$472K
SIM
1534
Sentry Investment Management
Wisconsin
$471K
BG
1535
Bahl & Gaynor
Ohio
$471K
VA
1536
VestGen Advisors
Illinois
$471K
1W
1537
1776 Wealth
Georgia
$470K
OWCM
1538
One Wealth Capital Management
Arizona
$468K
AWM
1539
Atticus Wealth Management
Florida
$468K
USB
1540
Union Savings Bank
Connecticut
$467K
FPH
1541
Financial Planning Hawaii
Hawaii
$466K
EL
1542
EWA LLC
Pennsylvania
$464K
PK
1543
Pflug Koory
Nebraska
$464K
LI
1544
Lafayette Investments
Maryland
$462K
TW
1545
Traveka Wealth
California
$461K
WAG
1546
Winthrop Advisory Group
Massachusetts
$461K
CPA
1547
Capital Performance Advisors
California
$460K
CD
1548
Chapin Davis
Maryland
$460K
MFA
1549
Mayflower Financial Advisors
Massachusetts
$460K
WAG
1550
Wallace Advisory Group
California
$455K