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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
BFA
1651
Bragg Financial Advisors
North Carolina
$372K
TCM
1652
Telos Capital Management
California
$371K
FA
1653
Fedenia Advisers
Wisconsin
$371K
TW
1654
TritonPoint Wealth
Maryland
$368K
IA
1655
Integrity Alliance
Iowa
$368K
MAM
1656
MWA Asset Management
Massachusetts
$368K
BW
1657
BIP Wealth
Georgia
$366K
LW
1658
Libra Wealth
California
$366K
APM
1659
a16z Perennial Management
California
$364K
CG
1660
Corundum Group
Colorado
$363K
AWM
1661
Aviso Wealth Management
Washington
$362K
NWMG
1662
National Wealth Management Group
Ohio
$362K
CJ
1663
Caitlin John
Michigan
$362K
MAM
1664
Meeder Asset Management
Ohio
$362K
MAG
1665
M3 Advisory Group
Massachusetts
$361K
SCM
1666
Schnieders Capital Management
California
$359K
CA
1667
Continuum Advisory
Idaho
$359K
ECM
1668
Elgethun Capital Management
South Dakota
$354K
RIG
1669
RiverFront Investment Group
Virginia
$354K
WMP
1670
Wealth Management Partners
Arizona
$352K
KCIC
1671
Kuhn & Co Investment Counsel
Illinois
$351K
RMC
1672
Resources Management Corp
Connecticut
$351K
TA
1673
TFB Advisors
Kansas
$349K
MNBTD
1674
Moody National Bank Trust Division
Texas
$349K
CAI
1675
Capital Advisors Inc
Oklahoma
$348K