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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
RCA
1851
Ranch Capital Advisors
Florida
$246K
CAM
1852
Covenant Asset Management
New Jersey
$246K
YP
1853
YANKCOM Partnership
South Dakota
$246K
CWG
1854
Crown Wealth Group
North Carolina
$245K
SW
1855
SMART Wealth
Nebraska
$245K
TC
1856
Trilogy Capital
California
$244K
CC
1857
Citrine Capital
California
$244K
GC
1858
Granville Capital
North Carolina
$244K
BB
1859
Berkshire Bank
Massachusetts
$244K
DIP
1860
DT Investment Partners
Pennsylvania
$242K
AIC
1861
Archer Investment Corporation
Indiana
$241K
DTC
1862
Davidson Trust Company
Washington
$241K
BWM
1863
Brown Wealth Management
Illinois
$241K
OFO
1864
OneAscent Family Office
Alabama
$241K
CWM
1865
Concentrum Wealth Management
California
$240K
LWM
1866
Luminvest Wealth Management
Arizona
$240K
FFO
1867
Fiduciary Family Office
Florida
$240K
1WA
1868
180 Wealth Advisors
Washington
$240K
SFGM
1869
Stonebridge Financial Group (Missouri)
Missouri
$239K
AG
1870
AlTi Global
New York
$239K
RFS
1871
Richardson Financial Services
Massachusetts
$238K
HCM
1872
Hengehold Capital Management
Ohio
$237K
OWM
1873
OneAscent Wealth Management
Alabama
$237K
LF
1874
Lantz Financial
Illinois
$236K
NWA
1875
Navis Wealth Advisors
New York
$236K