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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
BWS
1751
Broadway Wealth Solutions
Texas
$300K
BBNB
1752
Baker Boyer National Bank
Washington
$299K
SC
1753
Sepio Capital
Utah
$299K
SCM
1754
SCS Capital Management
Massachusetts
$298K
MFA
1755
McClarren Financial Advisors
Pennsylvania
$298K
UAG
1756
United Advisor Group
Ohio
$298K
CICI
1757
Capital Investment Counsel Inc
North Carolina
$298K
OLA
1758
Oliver Luxxe Assets
New Jersey
$298K
MAA
1759
Matrix Asset Advisors
New York
$298K
SFG
1760
Synergy Financial Group
California
$298K
PWP
1761
Perfromance Wealth Partners
Illinois
$297K
CAM
1762
Cidel Asset Management
Ontario, Canada
$297K
EP
1763
Essential Partners
California
$296K
JSC
1764
Jackson Square Capital
California
$296K
BFW
1765
Brady Family Wealth
Missouri
$296K
SRC
1766
Sage Rhino Capital
California
$296K
EFP
1767
Elser Financial Planning
Indiana
$296K
DW30
1768
Drucker Wealth 3.0
New Jersey
$295K
4WM
1769
49 Wealth Management
Texas
$295K
AR
1770
Apeiron RIA
Texas
$295K
GA
1771
Greenspring Advisors
Maryland
$295K
VWM
1772
Vigilare Wealth Management
Arizona
$295K
EWS
1773
Eagle Wealth Strategies
New Jersey
$295K
CIA
1774
Caerus Investment Advisors
Texas
$295K
CCP
1775
Cane Capital Partners
Louisiana
$295K