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Intuit

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
PP
1701
Postrock Partners
Oregon
$319K
TWA
1702
TCI Wealth Advisors
Arizona
$318K
IWP
1703
Invenio Wealth Partners
Florida
$317K
KA
1704
Kovack Advisors
Florida
$316K
VAF
1705
Values Added Financial
District of Columbia
$316K
CP
1706
Canopy Partners
Ohio
$316K
EV
1707
EJMK Ventures
Illinois
$315K
EBSAM
1708
Eubel Brady & Suttman Asset Management
Ohio
$314K
BSCCG
1709
Blue Sky Capital Consultants Group
California
$314K
WWM
1710
Western Wealth Management
Colorado
$314K
BTWM
1711
Baker Tilly Wealth Management
Wisconsin
$313K
OF
1712
Optimize Financial
California
$313K
PCA
1713
Purkiss Capital Advisors
Connecticut
$313K
BWG
1714
Beta Wealth Group
California
$312K
CP
1715
Cornerstone Planning
North Carolina
$310K
VAG
1716
VisionPoint Advisory Group
Texas
$309K
MIP
1717
Marietta Investment Partners
Wisconsin
$309K
LF
1718
LifeSteps Financial
California
$309K
GCP
1719
Guardian Capital (Pennsylvania)
Pennsylvania
$309K
LOPW
1720
Live Oak Private Wealth
North Carolina
$309K
SPW
1721
Signet Private Wealth
Illinois
$307K
ICP
1722
Impact Capital Partners
Colorado
$307K
MIAS
1723
Mason Investment Advisory Services
Virginia
$307K
KPWG
1724
KFA Private Wealth Group
Virginia
$306K
OP
1725
ORG Partners
Indiana
$306K