We are live on ! Find out more

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
OWP
1826
ORG Wealth Partners
Texas
$267K
BMC
1827
Benin Management Corp
Connecticut
$266K
CG
1828
CFO4Life Group
Texas
$266K
JWM
1829
Jeppson Wealth Management
California
$266K
LSV Asset Management
1830
LSV Asset Management
Illinois
$265K
CAM
1831
Carret Asset Management
New York
$265K
FA
1832
Fortis Advisors
Pennsylvania
$265K
LOWM
1833
Laurel Oak Wealth Management
New Jersey
$265K
WKWM
1834
Walter & Keenan Wealth Management
Indiana
$264K
PSP
1835
Principal Street Partners
Tennessee
$264K
HKIMG
1836
Hutchens & Kramer Investment Management Group
Indiana
$264K
ORAM
1837
One River Asset Management
Connecticut
$262K
CIC
1838
Crawford Investment Counsel
Georgia
$261K
GD
1839
Grandfield & Dodd
New York
$261K
SI
1840
Seeds Investor
New York
$260K
GLLW
1841
Graves Light Lenhart Wealth
Virginia
$260K
FAG
1842
Fortitude Advisory Group
Washington
$258K
DE
1843
DV Equities
Illinois
$258K
C
1844
Covestor
United Kingdom
$258K
RWI
1845
Red Wave Investments
Pennsylvania
$258K
AWM
1846
Aries Wealth Management
Maine
$257K
SW
1847
Solidarity Wealth
Utah
$257K
HIG
1848
Heritage Investment Group
Florida
$257K
RF
1849
Rossby Financial
Florida
$256K
CIP
1850
Castlefield Investment Partners
$256K