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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
LWPC
1951
Legacy Wealth Partners (Colorado)
Colorado
$203K
PFM
1952
Phillips Financial Management
Indiana
$203K
BONST
1953
Bank of Nova Scotia Trust
Ontario, Canada
$203K
IWN
1954
Independent Wealth Network
Iowa
$203K
AAM
1955
Azzad Asset Management
Virginia
$203K
FF
1956
Foronjy Financial
California
$202K
SL
1957
Sentinus LLC
Illinois
$201K
BB
1958
Bell Bank
North Dakota
$201K
AGP
1959
Autumn Glory Partners
Texas
$201K
CA
1960
Cornerstone Advisory
Maryland
$201K
PFM
1961
Potomac Fund Management
Florida
$201K
Cohen & Steers
1962
Cohen & Steers
New York
$199K
CAIM
1963
Catherine Avery Investment Management
Florida
$199K
AT
1964
Arlington Trust
Alabama
$196K
TFA
1965
Transamerica Financial Advisors
Florida
$190K
CFFP
1966
Center for Financial Planning
Michigan
$187K
MMCM
1967
Murphy & Mullick Capital Management
New York
$178K
TM
1968
Torren Management
California
$178K
WA
1969
WPG Advisers
Maryland
$177K
NWM
1970
Nova Wealth Management
Florida
$173K
RFP
1971
Root Financial Partners
California
$170K
GEA
1972
Glen Eagle Advisors
New Jersey
$163K
CIP
1973
Castlefield Investment Partners
$163K
DJSG
1974
D.J. St. Germain
Massachusetts
$161K
FNWA
1975
Financial Network Wealth Advisors
Utah
$160K