INTU icon

Intuit

2,220 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 914 increasing their positions, 791 reducing their positions, and 152 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 (-$3.33B)

16% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.72B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,220
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
$3.13B
Puts
$3.72B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
1826
Heritage Investment Group
Florida
$257K
RF
1827
Rossby Financial
Florida
$256K
F8IS
1828
Figure 8 Investment Strategies
Idaho
$255K
SSC
1829
Syverson Strege & Co
Iowa
$254K
ES
1830
Eagle Strategies
New York
$253K
5NPW
1831
55 North Private Wealth
Florida
$252K
CFG
1832
Carr Financial Group
Massachusetts
$252K
PFS
1833
Physicians Financial Services
North Carolina
$252K
EFSCE
1834
Enterprise Financial Services Corp (EFSC)
Missouri
$252K
PW
1835
PUREfi Wealth
Massachusetts
$251K
BWM
1836
BlackDiamond Wealth Management
New York
$251K
LW
1837
Linscomb Wealth
Texas
$251K
DCM
1838
Dorato Capital Management
Colorado
$251K
GEM
1839
Global Endowment Management
North Carolina
$251K
SC
1840
Seldon Capital
California
$250K
SCA
1841
Sandy Cove Advisors
Massachusetts
$249K
AAMA
1842
Advanced Asset Management Advisors
Ohio
$248K
S
1843
Sunpointe
Missouri
$248K
LWM
1844
LeConte Wealth Management
Tennessee
$248K
SIC
1845
Samalin Investment Counsel
New York
$248K
MSFS
1846
Main Street Financial Solutions
Pennsylvania
$247K
BCM
1847
Bayesian Capital Management
New York
$247K
RCA
1848
Ranch Capital Advisors
Florida
$246K
CAM
1849
Covenant Asset Management
New Jersey
$246K
YP
1850
YANKCOM Partnership
South Dakota
$246K