2,231 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 915 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 (-$3.43B)

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
2,231
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
MAG
1651
M3 Advisory Group
Massachusetts
$361K
SCM
1652
Schnieders Capital Management
California
$359K
CA
1653
Continuum Advisory
Idaho
$359K
ECM
1654
Elgethun Capital Management
South Dakota
$354K
RIG
1655
RiverFront Investment Group
Virginia
$354K
WMP
1656
Wealth Management Partners
Arizona
$352K
KCIC
1657
Kuhn & Co Investment Counsel
Illinois
$351K
RMC
1658
Resources Management Corp
Connecticut
$351K
TA
1659
TFB Advisors
Kansas
$349K
MNBTD
1660
Moody National Bank Trust Division
Texas
$349K
CAI
1661
Capital Advisors Inc
Oklahoma
$348K
PIA
1662
Powell Investment Advisors
Florida
$346K
FC
1663
Financial Consulate
Maryland
$346K
WSFG
1664
Wall Street Financial Group
Illinois
$346K
NFG
1665
Nations Financial Group
Iowa
$345K
WWM
1666
Wolff Wiese Magana
California
$345K
WSWA
1667
Warren Street Wealth Advisors
California
$344K
OWA
1668
Opal Wealth Advisors
New York
$344K
LWM
1669
Lionshead Wealth Management
New York
$343K
WWM
1670
Westwood Wealth Management
California
$343K
CLIP
1671
Colter Lewis Investment Partners
Connecticut
$343K
MWA
1672
MN Wealth Advisors
Kansas
$340K
NP
1673
Nilsine Partners
Colorado
$340K
TWM
1674
TopTier Wealth Management
Wisconsin
$340K
SB
1675
Sunflower Bank
Texas
$339K