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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
CWG
1876
Crown Wealth Group
North Carolina
$245K
SW
1877
SMART Wealth
Nebraska
$245K
TC
1878
Trilogy Capital
California
$244K
CC
1879
Citrine Capital
California
$244K
GC
1880
Granville Capital
North Carolina
$244K
BB
1881
Berkshire Bank
Massachusetts
$244K
DIP
1882
DT Investment Partners
Pennsylvania
$242K
AIC
1883
Archer Investment Corporation
Indiana
$241K
DTC
1884
Davidson Trust Company
Washington
$241K
BWM
1885
Brown Wealth Management
Illinois
$241K
OFO
1886
OneAscent Family Office
Alabama
$241K
CWM
1887
Concentrum Wealth Management
California
$240K
LWM
1888
Luminvest Wealth Management
Arizona
$240K
FFO
1889
Fiduciary Family Office
Florida
$240K
1WA
1890
180 Wealth Advisors
Washington
$240K
SFGM
1891
Stonebridge Financial Group (Missouri)
Missouri
$239K
AG
1892
AlTi Global
New York
$239K
RFS
1893
Richardson Financial Services
Massachusetts
$238K
VCP
1894
Verus Capital Partners
Arizona
$237K
HCM
1895
Hengehold Capital Management
Ohio
$237K
OWM
1896
OneAscent Wealth Management
Alabama
$237K
LF
1897
Lantz Financial
Illinois
$236K
NWA
1898
Navis Wealth Advisors
New York
$236K
FA
1899
Fermata Advisors
California
$236K
SP
1900
Stonebrook Private
Michigan
$235K