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Intuit

2,229 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 915 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 (-$3.43B)

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
2,229
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
BEW
1926
Burton Enright Welch
California
$213K
BBA
1927
Braun-Bostich & Associates
Pennsylvania
$213K
GA
1928
Goldstein Advisors
Wisconsin
$212K
LAM
1929
LECAP Asset Management
United Kingdom
$212K
WB
1930
West Bancorporation
Iowa
$212K
BWM
1931
Baron Wealth Management
Michigan
$211K
AL
1932
Aspiriant LLC
California
$210K
IF
1933
Intrua Financial
Texas
$210K
IP
1934
Ignite Planners
California
$210K
JTWM
1935
Jackson Thornton Wealth Management
Alabama
$209K
PHIC
1936
Pine Haven Investment Counsel
Massachusetts
$209K
FBB
1937
Fulton Breakefield Broenniman
Maryland
$209K
DCA
1938
DSG Capital Advisors
Minnesota
$209K
RS
1939
Retirement Solution
Washington
$208K
CWA
1940
Consilio Wealth Advisors
Washington
$207K
TC
1941
Tannin Capital
North Carolina
$207K
CWMK
1942
Caliber Wealth Management (Kansas)
Kansas
$207K
G
1943
GenTrust
Florida
$207K
AFG
1944
ABLE Financial Group
Arizona
$206K
SPC
1945
Spirepoint Private Client
Florida
$206K
ACA
1946
Affinity Capital Advisors
California
$206K
PCH
1947
PGIM Custom Harvest
New Jersey
$205K
OWA
1948
One Wealth Advisors
California
$205K
SIS
1949
Sound Income Strategies
Florida
$205K
UWP
1950
Uniting Wealth Partners
Kansas
$205K