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Intuit

2,229 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 915 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 (-$3.43B)

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
2,229
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
RWI
1826
Red Wave Investments
Pennsylvania
$258K
AWM
1827
Aries Wealth Management
Maine
$257K
SW
1828
Solidarity Wealth
Utah
$257K
HIG
1829
Heritage Investment Group
Florida
$257K
RF
1830
Rossby Financial
Florida
$256K
F8IS
1831
Figure 8 Investment Strategies
Idaho
$255K
SSC
1832
Syverson Strege & Co
Iowa
$254K
ES
1833
Eagle Strategies
New York
$253K
5NPW
1834
55 North Private Wealth
Florida
$252K
CFG
1835
Carr Financial Group
Massachusetts
$252K
PFS
1836
Physicians Financial Services
North Carolina
$252K
EFSCE
1837
Enterprise Financial Services Corp (EFSC)
Missouri
$252K
PW
1838
PUREfi Wealth
Massachusetts
$251K
BWM
1839
BlackDiamond Wealth Management
New York
$251K
LW
1840
Linscomb Wealth
Texas
$251K
DCM
1841
Dorato Capital Management
Colorado
$251K
GEM
1842
Global Endowment Management
North Carolina
$251K
SC
1843
Seldon Capital
California
$250K
SCA
1844
Sandy Cove Advisors
Massachusetts
$249K
AAMA
1845
Advanced Asset Management Advisors
Ohio
$248K
S
1846
Sunpointe
Missouri
$248K
LWM
1847
LeConte Wealth Management
Tennessee
$248K
SIC
1848
Samalin Investment Counsel
New York
$248K
MSFS
1849
Main Street Financial Solutions
Pennsylvania
$247K
BCM
1850
Bayesian Capital Management
New York
$247K