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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
PIA
1676
Powell Investment Advisors
Florida
$346K
FC
1677
Financial Consulate
Maryland
$346K
WSFG
1678
Wall Street Financial Group
Illinois
$346K
NFG
1679
Nations Financial Group
Iowa
$345K
WWM
1680
Wolff Wiese Magana
California
$345K
WSWA
1681
Warren Street Wealth Advisors
California
$344K
OWA
1682
Opal Wealth Advisors
New York
$344K
LWM
1683
Lionshead Wealth Management
New York
$343K
CLIP
1684
Colter Lewis Investment Partners
Connecticut
$343K
WWM
1685
Westwood Wealth Management
California
$343K
MWA
1686
MN Wealth Advisors
Kansas
$340K
NP
1687
Nilsine Partners
Colorado
$340K
TWM
1688
TopTier Wealth Management
Wisconsin
$340K
SB
1689
Sunflower Bank
Texas
$339K
AHL
1690
Abel Hall LLC
Louisiana
$338K
TWM
1691
Tanager Wealth Management
United Kingdom
$338K
PIA
1692
Perennial Investment Advisors
California
$334K
EWM
1693
Endowment Wealth Management
Wisconsin
$332K
KJHP
1694
K.J. Harrison & Partners
Ontario, Canada
$331K
SCP
1695
Sandhill Capital Partners
New York
$329K
SFP
1696
Shepherd Financial Partners
Massachusetts
$329K
NMG
1697
New Millennium Group
Utah
$328K
PMSA
1698
Patrick M. Sweeney & Associates
Illinois
$327K
GWM
1699
Geneos Wealth Management
Colorado
$326K
SB
1700
Strategic Blueprint
Georgia
$326K