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Intuit

2,229 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 245 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
2,229
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
IWP
1701
Invenio Wealth Partners
Florida
$317K
KA
1702
Kovack Advisors
Florida
$316K
VAF
1703
Values Added Financial
District of Columbia
$316K
CP
1704
Canopy Partners
Ohio
$316K
EV
1705
EJMK Ventures
Illinois
$315K
EBSAM
1706
Eubel Brady & Suttman Asset Management
Ohio
$314K
BSCCG
1707
Blue Sky Capital Consultants Group
California
$314K
WWM
1708
Western Wealth Management
Colorado
$314K
BTWM
1709
Baker Tilly Wealth Management
Wisconsin
$313K
OF
1710
Optimize Financial
California
$313K
PCA
1711
Purkiss Capital Advisors
Connecticut
$313K
BWG
1712
Beta Wealth Group
California
$312K
CP
1713
Cornerstone Planning
North Carolina
$310K
VAG
1714
VisionPoint Advisory Group
Texas
$309K
MIP
1715
Marietta Investment Partners
Wisconsin
$309K
LF
1716
LifeSteps Financial
California
$309K
GCP
1717
Guardian Capital (Pennsylvania)
Pennsylvania
$309K
LOPW
1718
Live Oak Private Wealth
North Carolina
$309K
SPW
1719
Signet Private Wealth
Illinois
$307K
ICP
1720
Impact Capital Partners
Colorado
$307K
MIAS
1721
Mason Investment Advisory Services
Virginia
$307K
KPWG
1722
KFA Private Wealth Group
Virginia
$306K
OP
1723
ORG Partners
Indiana
$306K
GCM
1724
Gallacher Capital Management
Colorado
$306K
PA
1725
Planning Alternatives
Michigan
$306K