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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
CWG
1851
Crown Wealth Group
North Carolina
$245K
SW
1852
SMART Wealth
Nebraska
$245K
TC
1853
Trilogy Capital
California
$244K
CC
1854
Citrine Capital
California
$244K
GC
1855
Granville Capital
North Carolina
$244K
BB
1856
Berkshire Bank
Massachusetts
$244K
DIP
1857
DT Investment Partners
Pennsylvania
$242K
AIC
1858
Archer Investment Corporation
Indiana
$241K
DTC
1859
Davidson Trust Company
Washington
$241K
BWM
1860
Brown Wealth Management
Illinois
$241K
OFO
1861
OneAscent Family Office
Alabama
$241K
CWM
1862
Concentrum Wealth Management
California
$240K
LWM
1863
Luminvest Wealth Management
Arizona
$240K
FFO
1864
Fiduciary Family Office
Florida
$240K
1WA
1865
180 Wealth Advisors
Washington
$240K
SFGM
1866
Stonebridge Financial Group (Missouri)
Missouri
$239K
AG
1867
AlTi Global
New York
$239K
RFS
1868
Richardson Financial Services
Massachusetts
$238K
HCM
1869
Hengehold Capital Management
Ohio
$237K
OWM
1870
OneAscent Wealth Management
Alabama
$237K
LF
1871
Lantz Financial
Illinois
$236K
NWA
1872
Navis Wealth Advisors
New York
$236K
FA
1873
Fermata Advisors
California
$236K
SP
1874
Stonebrook Private
Michigan
$235K
QFA
1875
Quantum Financial Advisors
California
$235K