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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
PCH
1951
PGIM Custom Harvest
New Jersey
$205K
OWA
1952
One Wealth Advisors
California
$205K
SIS
1953
Sound Income Strategies
Florida
$205K
UWP
1954
Uniting Wealth Partners
Kansas
$205K
CA
1955
CoreCap Advisors
Michigan
$204K
JAG
1956
Journey Advisory Group
Kentucky
$204K
GFA
1957
Grunden Financial Advisory
Texas
$204K
NGA
1958
Naples Global Advisors
Florida
$204K
LWPC
1959
Legacy Wealth Partners (Colorado)
Colorado
$203K
BAWM
1960
Bennett Associates Wealth Management
Pennsylvania
$203K
PFM
1961
Phillips Financial Management
Indiana
$203K
IWN
1962
Independent Wealth Network
Iowa
$203K
BONST
1963
Bank of Nova Scotia Trust
Ontario, Canada
$203K
AAM
1964
Azzad Asset Management
Virginia
$203K
FF
1965
Foronjy Financial
California
$202K
SL
1966
Sentinus LLC
Illinois
$201K
AGP
1967
Autumn Glory Partners
Texas
$201K
BB
1968
Bell Bank
North Dakota
$201K
CA
1969
Cornerstone Advisory
Maryland
$201K
PFM
1970
Potomac Fund Management
Florida
$201K
Cohen & Steers
1971
Cohen & Steers
New York
$199K
CAIM
1972
Catherine Avery Investment Management
Florida
$199K
AT
1973
Arlington Trust
Alabama
$196K
TFA
1974
Transamerica Financial Advisors
Florida
$190K
CFFP
1975
Center for Financial Planning
Michigan
$187K