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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
CCA
1926
Cadent Capital Advisors
Oklahoma
$226K
RFM
1927
Royal Fund Management
Florida
$226K
SPA
1928
Sherbrooke Park Advisers
New York
$225K
CAC
1929
Certified Advisory Corp
Florida
$225K
BDF
1930
Black Diamond Financial
Maryland
$225K
EAM
1931
Empirical Asset Management
Massachusetts
$224K
QPWM
1932
Quadrant Private Wealth Management
Pennsylvania
$224K
CFGW
1933
Chancellor Financial Group WB
Pennsylvania
$223K
LTM
1934
Lotus Technology Management
Florida
$223K
PWA
1935
Physician Wealth Advisors
Utah
$223K
ACI
1936
Alpha Cubed Investments
California
$223K
FNB
1937
Farmers National Bank
Kentucky
$222K
BOS
1938
Bank of Stockton
California
$222K
PFG
1939
Putney Financial Group
California
$222K
SAM
1940
Seelaus Asset Management
New Jersey
$221K
BCP
1941
Blue Chip Partners
Michigan
$219K
LA
1942
Legacy Advisors
Pennsylvania
$217K
FFA
1943
Fragasso Financial Advisors
Pennsylvania
$217K
BPW
1944
Bingham Private Wealth
California
$216K
CIEC
1945
Crédit Industriel et Commercial
France
$215K
OPW
1946
Osprey Private Wealth
New York
$215K
FOA
1947
Five Oceans Advisors
California
$215K
RB
1948
Renasant Bank
Mississippi
$215K
HC
1949
Hamilton Capital
Ohio
$215K
WG
1950
Wealth Group
North Carolina
$214K