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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
SWM
1776
Stronghold Wealth Management
Florida
$295K
CPIA
1777
Cornell Pochily Investment Advisors
New York
$294K
KLCM
1778
KG&L Capital Management
Louisiana
$294K
ESB
1779
Essex Savings Bank
Connecticut
$294K
LIP
1780
Lighthouse Investment Partners
Florida
$292K
MAM
1781
MMA Asset Management
Pennsylvania
$292K
AWA
1782
Arete Wealth Advisors
Illinois
$292K
MAM
1783
McLean Asset Management
Virginia
$292K
FG
1784
Foster Group
Iowa
$290K
DWP
1785
Destiny Wealth Partners
Florida
$288K
TC
1786
Truvestments Capital
Florida
$287K
FWP
1787
FAS Wealth Partners
Kansas
$286K
TVAMP
1788
Tennessee Valley Asset Management Partners
Tennessee
$286K
CAM
1789
Concorde Asset Management
Michigan
$286K
VFG
1790
Victory Financial Group
Texas
$286K
PDL
1791
Portfolio Design Labs
California
$285K
OFG
1792
Omega Financial Group
California
$285K
TYCC
1793
Texas Yale Capital Corp
Florida
$285K
SWM
1794
Salvus Wealth Management
New Jersey
$284K
NWM
1795
Nolet Wealth Management
Texas
$284K
PBF
1796
Petix & Botte Financial
California
$282K
JC
1797
JB Capital
Connecticut
$282K
IA
1798
IFG Advisory
Georgia
$281K
SWM
1799
Shrier Wealth Management
California
$281K
FCM
1800
Fortis Capital Management
Washington
$281K