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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
CAL
1726
Capital Analysts LLC
Pennsylvania
$313K
PCA
1727
Purkiss Capital Advisors
Connecticut
$313K
BWG
1728
Beta Wealth Group
California
$312K
CP
1729
Cornerstone Planning
North Carolina
$310K
VAG
1730
VisionPoint Advisory Group
Texas
$309K
MIP
1731
Marietta Investment Partners
Wisconsin
$309K
LF
1732
LifeSteps Financial
California
$309K
1CP
1733
1015 Capital Partners
Pennsylvania
$309K
GCP
1734
Guardian Capital (Pennsylvania)
Pennsylvania
$309K
LOPW
1735
Live Oak Private Wealth
North Carolina
$309K
SPW
1736
Signet Private Wealth
Illinois
$307K
ICP
1737
Impact Capital Partners
Colorado
$307K
MIAS
1738
Mason Investment Advisory Services
Virginia
$307K
KPWG
1739
KFA Private Wealth Group
Virginia
$306K
OP
1740
ORG Partners
Indiana
$306K
GCM
1741
Gallacher Capital Management
Colorado
$306K
PA
1742
Planning Alternatives
Michigan
$306K
KFS
1743
Kurt F. Somerville
$305K
MWS
1744
MFA Wealth Services
California
$303K
HWP
1745
Highline Wealth Partners
California
$303K
GWANC
1746
Guardian Wealth Advisors (North Carolina)
North Carolina
$302K
SAM
1747
SP Asset Management
California
$302K
WRPWM
1748
Werba Rubin Papier Wealth Management
California
$301K
WC
1749
Wynn Capital
Georgia
$301K
FFA
1750
Florida Financial Advisors
Florida
$301K