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Intuit

2,231 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 247 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
2,231
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
SIC
1851
Samalin Investment Counsel
New York
$248K
MSFS
1852
Main Street Financial Solutions
Pennsylvania
$247K
BCM
1853
Bayesian Capital Management
New York
$247K
RCA
1854
Ranch Capital Advisors
Florida
$246K
CAM
1855
Covenant Asset Management
New Jersey
$246K
YP
1856
YANKCOM Partnership
South Dakota
$246K
CWG
1857
Crown Wealth Group
North Carolina
$245K
SW
1858
SMART Wealth
Nebraska
$245K
TC
1859
Trilogy Capital
California
$244K
CC
1860
Citrine Capital
California
$244K
GC
1861
Granville Capital
North Carolina
$244K
BB
1862
Berkshire Bank
Massachusetts
$244K
DIP
1863
DT Investment Partners
Pennsylvania
$242K
AIC
1864
Archer Investment Corporation
Indiana
$241K
DTC
1865
Davidson Trust Company
Washington
$241K
BWM
1866
Brown Wealth Management
Illinois
$241K
OFO
1867
OneAscent Family Office
Alabama
$241K
CWM
1868
Concentrum Wealth Management
California
$240K
LWM
1869
Luminvest Wealth Management
Arizona
$240K
FFO
1870
Fiduciary Family Office
Florida
$240K
1WA
1871
180 Wealth Advisors
Washington
$240K
SFGM
1872
Stonebridge Financial Group (Missouri)
Missouri
$239K
AG
1873
AlTi Global
New York
$239K
RFS
1874
Richardson Financial Services
Massachusetts
$238K
HCM
1875
Hengehold Capital Management
Ohio
$237K