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Intuit

2,220 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 914 increasing their positions, 791 reducing their positions, and 152 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 (-$3.33B)

16% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.72B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,220
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
$3.13B
Puts
$3.72B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1926
West Bancorporation
Iowa
$212K
BWM
1927
Baron Wealth Management
Michigan
$211K
AL
1928
Aspiriant LLC
California
$210K
IF
1929
Intrua Financial
Texas
$210K
IP
1930
Ignite Planners
California
$210K
JTWM
1931
Jackson Thornton Wealth Management
Alabama
$209K
PHIC
1932
Pine Haven Investment Counsel
Massachusetts
$209K
FBB
1933
Fulton Breakefield Broenniman
Maryland
$209K
DCA
1934
DSG Capital Advisors
Minnesota
$209K
RS
1935
Retirement Solution
Washington
$208K
TC
1936
Tannin Capital
North Carolina
$207K
CWMK
1937
Caliber Wealth Management (Kansas)
Kansas
$207K
G
1938
GenTrust
Florida
$207K
AFG
1939
ABLE Financial Group
Arizona
$206K
SPC
1940
Spirepoint Private Client
Florida
$206K
ACA
1941
Affinity Capital Advisors
California
$206K
PCH
1942
PGIM Custom Harvest
New Jersey
$205K
OWA
1943
One Wealth Advisors
California
$205K
SIS
1944
Sound Income Strategies
Florida
$205K
UWP
1945
Uniting Wealth Partners
Kansas
$205K
CA
1946
CoreCap Advisors
Michigan
$204K
JAG
1947
Journey Advisory Group
Kentucky
$204K
GFA
1948
Grunden Financial Advisory
Texas
$204K
NGA
1949
Naples Global Advisors
Florida
$204K
BAWM
1950
Bennett Associates Wealth Management
Pennsylvania
$203K