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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
RIG
1551
Ramiah Investment Group
Wisconsin
$454K -$5.95K -9 -1%
MCWA
1552
Meadow Creek Wealth Advisors
Georgia
$454K -$3.3K -5 -0.7%
GKFF
1553
George Kaiser Family Foundation
Oklahoma
$454K
PGCM
1554
Prescott Group Capital Management
Oklahoma
$454K
TCPG
1555
Trivant Custom Portfolio Group
California
$452K -$4.63K -7 -1%
RCA
1556
Runnymede Capital Advisors
Ohio
$452K +$451K +683 New
CNBT
1557
Canandaigua National Bank & Trust
New York
$450K -$4.63K -7 -1%
OC
1558
Oakworth Capital
Alabama
$448K +$14.5K +22 +3%
PWA
1559
Prairie Wealth Advisors
Nebraska
$446K -$453K -685 Closed
PS
1560
Planned Solutions
California
$445K
APM
1561
Advanced Portfolio Management
New York
$445K +$444K +672 New
BWA
1562
Basecamp Wealth Advisors
Washington
$445K +$444K +672 New
TBWA
1563
Three Bridge Wealth Advisors
California
$444K
WC
1564
Woodstock Corp
Massachusetts
$444K +$1.98K +3 +0.4%
TNA
1565
True North Advisors
Texas
$443K +$46.9K +71 +12%
AIA
1566
Accelerate Investment Advisors
California
$441K -$1.98K -3 -0.4%
SP
1567
Saranac Partners
$441K
BCM
1568
Bourgeon Capital Management
Connecticut
$441K -$661 -1 -0.2%
CBT
1569
Crews Bank & Trust
Florida
$441K
GSEP
1570
Golden State Equity Partners
California
$440K +$226K +342 +106%
T
1571
Tidemark
California
$440K
SMA
1572
Seven Mile Advisory
New Jersey
$439K -$280K -424 -39%
BL
1573
Balentine LLC
Georgia
$438K +$159K +241 +57%
OCM
1574
One Capital Management
California
$437K -$13.9K -21 -3%
OWP
1575
Obermeyer Wealth Partners
Colorado
$437K -$58.2K -88 -12%