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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
WTA
1701
Washington Trust Advisors
Massachusetts
$326K
FA
1702
Faithward Advisors
Pennsylvania
$325K
PCP
1703
Proficio Capital Partners
Massachusetts
$325K
PPWM
1704
Paragon Private Wealth Management
Kentucky
$324K
SIM
1705
Studio Investment Management
Illinois
$324K
CCM
1706
Chilton Capital Management
Texas
$323K
SWA
1707
Sax Wealth Advisors
New Jersey
$323K
CPC
1708
Consolidated Planning Corp
Georgia
$323K
MHR
1709
Matthew Hamilton Rosenberg
$322K
CT
1710
Colonial Trust
South Carolina
$322K
GIA
1711
Guyasuta Investment Advisors
Pennsylvania
$321K
TCM
1712
Tufton Capital Management
Maryland
$320K
CICC
1713
Capital Investment Counsel (Colorado)
Colorado
$320K
PP
1714
Postrock Partners
Oregon
$319K
TWA
1715
TCI Wealth Advisors
Arizona
$318K
IWP
1716
Invenio Wealth Partners
Florida
$317K
KA
1717
Kovack Advisors
Florida
$316K
VAF
1718
Values Added Financial
District of Columbia
$316K
CP
1719
Canopy Partners
Ohio
$316K
EV
1720
EJMK Ventures
Illinois
$315K
EBSAM
1721
Eubel Brady & Suttman Asset Management
Ohio
$314K
BSCCG
1722
Blue Sky Capital Consultants Group
California
$314K
WWM
1723
Western Wealth Management
Colorado
$314K
BTWM
1724
Baker Tilly Wealth Management
Wisconsin
$313K
OF
1725
Optimize Financial
California
$313K