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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
QFA
1901
Quantum Financial Advisors
California
$235K
DWM
1902
DecisionMap Wealth Management
Virginia
$234K
AMCA
1903
Arthur M. Cohen & Associates
Illinois
$234K
BCM
1904
Bannerstone Capital Management
Minnesota
$234K
MQWP
1905
Morey & Quinn Wealth Partners
Nebraska
$233K
PFM
1906
Patton Fund Management
Texas
$233K
SIA
1907
SGL Investment Advisors
Montana
$233K
MSA
1908
Marino Stram & Associates
Massachusetts
$233K
CCP
1909
Clarkston Capital Partners
Michigan
$233K
PPC
1910
Park Place Capital
Alabama
$232K
NFSG
1911
Newbridge Financial Services Group
Florida
$231K
AB
1912
Atlas Brown
Kentucky
$231K
GSWM
1913
Golden State Wealth Management
California
$231K
MWA
1914
Motive Wealth Advisors
Michigan
$231K
BCM
1915
Boltwood Capital Management
California
$231K
CAM
1916
Claret Asset Management
Quebec, Canada
$230K
BFAG
1917
Blackston Financial Advisory Group
Florida
$230K
CWM
1918
Centurion Wealth Management
Virginia
$229K
GGS
1919
Galvin Gaustad & Stein
Arizona
$229K
PWP
1920
Ponta Wealth Partners
Florida
$229K
EA
1921
Echo45 Advisors
California
$228K
TPWM
1922
Twelve Points Wealth Management
Massachusetts
$228K
CIAS
1923
CFS Investment Advisory Services
New Jersey
$227K
WP
1924
Westmount Partners
California
$227K
XF
1925
XML Financial
Maryland
$226K