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Intuit

2,234 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 916 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 (-$3.42B)

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
2,234
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
LJAC
1801
L.J. Altfest & Co
New York
$271K
TC
1802
TFR Capital
Texas
$270K
USCWA
1803
U.S. Capital Wealth Advisors
Texas
$270K
LIA
1804
LifePlan Investment Advisors
North Carolina
$269K
AWM
1805
Ariadne Wealth Management
California
$268K
PHWM
1806
Pine Harbor Wealth Management
Maryland
$268K
RA
1807
Riversedge Advisors
Delaware
$268K
BM
1808
Berman McAleer
Maryland
$268K
PB
1809
Pinnacle Bancorp
Nebraska
$267K
OWP
1810
ORG Wealth Partners
Texas
$267K
BMC
1811
Benin Management Corp
Connecticut
$266K
CG
1812
CFO4Life Group
Texas
$266K
JWM
1813
Jeppson Wealth Management
California
$266K
LSV Asset Management
1814
LSV Asset Management
Illinois
$265K
CAM
1815
Carret Asset Management
New York
$265K
FA
1816
Fortis Advisors
Pennsylvania
$265K
LOWM
1817
Laurel Oak Wealth Management
New Jersey
$265K
WKWM
1818
Walter & Keenan Wealth Management
Indiana
$264K
PSP
1819
Principal Street Partners
Tennessee
$264K
HKIMG
1820
Hutchens & Kramer Investment Management Group
Indiana
$264K
ORAM
1821
One River Asset Management
Connecticut
$262K
CIC
1822
Crawford Investment Counsel
Georgia
$261K
GD
1823
Grandfield & Dodd
New York
$261K
SI
1824
Seeds Investor
New York
$260K
GLLW
1825
Graves Light Lenhart Wealth
Virginia
$260K