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Intuit

2,221 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 914 increasing their positions, 791 reducing their positions, and 152 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 (-$3.33B)

16% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.72B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,221
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
$3.13B
Puts
$3.72B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1701
Kovack Advisors
Florida
$316K
VAF
1702
Values Added Financial
District of Columbia
$316K
CP
1703
Canopy Partners
Ohio
$316K
EVL
1704
EJMK Ventures LLC
Illinois
$315K
EBSAM
1705
Eubel Brady & Suttman Asset Management
Ohio
$314K
BSCCG
1706
Blue Sky Capital Consultants Group
California
$314K
WWM
1707
Western Wealth Management
Colorado
$314K
BTWM
1708
Baker Tilly Wealth Management
Wisconsin
$313K
OF
1709
Optimize Financial
California
$313K
PCA
1710
Purkiss Capital Advisors
Connecticut
$313K
BWG
1711
Beta Wealth Group
California
$312K
VAG
1712
VisionPoint Advisory Group
Texas
$309K
MIP
1713
Marietta Investment Partners
Wisconsin
$309K
LF
1714
LifeSteps Financial
California
$309K
GCP
1715
Guardian Capital (Pennsylvania)
Pennsylvania
$309K
LOPW
1716
Live Oak Private Wealth
North Carolina
$309K
SPW
1717
Signet Private Wealth
Illinois
$307K
ICP
1718
Impact Capital Partners
Colorado
$307K
MIAS
1719
Mason Investment Advisory Services
Virginia
$307K
KPWG
1720
KFA Private Wealth Group
Virginia
$306K
OP
1721
ORG Partners
Indiana
$306K
GCM
1722
Gallacher Capital Management
Colorado
$306K
PA
1723
Planning Alternatives
Michigan
$306K
KFS
1724
Kurt F. Somerville
$305K
MWS
1725
MFA Wealth Services
California
$303K