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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
F8IS
1851
Figure 8 Investment Strategies
Idaho
$255K
SSC
1852
Syverson Strege & Co
Iowa
$254K
BHFP
1853
Blom & Howell Financial Planning
California
$254K
ES
1854
Eagle Strategies
New York
$253K
5NPW
1855
55 North Private Wealth
Florida
$252K
CFG
1856
Carr Financial Group
Massachusetts
$252K
PFS
1857
Physicians Financial Services
North Carolina
$252K
EFSCE
1858
Enterprise Financial Services Corp (EFSC)
Missouri
$252K
PW
1859
PUREfi Wealth
Massachusetts
$251K
BWM
1860
BlackDiamond Wealth Management
New York
$251K
LW
1861
Linscomb Wealth
Texas
$251K
DCM
1862
Dorato Capital Management
Colorado
$251K
GEM
1863
Global Endowment Management
North Carolina
$251K
NPT
1864
National Philanthropic Trust
Pennsylvania
$250K
SC
1865
Seldon Capital
California
$250K
SCA
1866
Sandy Cove Advisors
Massachusetts
$249K
AAMA
1867
Advanced Asset Management Advisors
Ohio
$248K
S
1868
Sunpointe
Missouri
$248K
LWM
1869
LeConte Wealth Management
Tennessee
$248K
SIC
1870
Samalin Investment Counsel
New York
$248K
MSFS
1871
Main Street Financial Solutions
Pennsylvania
$247K
BCM
1872
Bayesian Capital Management
New York
$247K
RCA
1873
Ranch Capital Advisors
Florida
$246K
CAM
1874
Covenant Asset Management
New Jersey
$246K
YP
1875
YANKCOM Partnership
South Dakota
$246K