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Intuit

2,234 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 916 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 (-$3.42B)

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
2,234
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
OPW
1926
Osprey Private Wealth
New York
$215K
FOA
1927
Five Oceans Advisors
California
$215K
RB
1928
Renasant Bank
Mississippi
$215K
WG
1929
Wealth Group
North Carolina
$214K
BEW
1930
Burton Enright Welch
California
$213K
BBA
1931
Braun-Bostich & Associates
Pennsylvania
$213K
GA
1932
Goldstein Advisors
Wisconsin
$212K
LAM
1933
LECAP Asset Management
United Kingdom
$212K
WB
1934
West Bancorporation
Iowa
$212K
BWM
1935
Baron Wealth Management
Michigan
$211K
AL
1936
Aspiriant LLC
California
$210K
IF
1937
Intrua Financial
Texas
$210K
IP
1938
Ignite Planners
California
$210K
JTWM
1939
Jackson Thornton Wealth Management
Alabama
$209K
PHIC
1940
Pine Haven Investment Counsel
Massachusetts
$209K
FBB
1941
Fulton Breakefield Broenniman
Maryland
$209K
DCA
1942
DSG Capital Advisors
Minnesota
$209K
RS
1943
Retirement Solution
Washington
$208K
CWA
1944
Consilio Wealth Advisors
Washington
$207K
TC
1945
Tannin Capital
North Carolina
$207K
CWMK
1946
Caliber Wealth Management (Kansas)
Kansas
$207K
G
1947
GenTrust
Florida
$207K
AFG
1948
ABLE Financial Group
Arizona
$206K
SPC
1949
Spirepoint Private Client
Florida
$206K
ACA
1950
Affinity Capital Advisors
California
$206K