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Intuit

2,231 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 247 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
2,231
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
OWA
1951
One Wealth Advisors
California
$205K
SIS
1952
Sound Income Strategies
Florida
$205K
UWP
1953
Uniting Wealth Partners
Kansas
$205K
CA
1954
CoreCap Advisors
Michigan
$204K
JAG
1955
Journey Advisory Group
Kentucky
$204K
GFA
1956
Grunden Financial Advisory
Texas
$204K
NGA
1957
Naples Global Advisors
Florida
$204K
LWPC
1958
Legacy Wealth Partners (Colorado)
Colorado
$203K
BAWM
1959
Bennett Associates Wealth Management
Pennsylvania
$203K
PFM
1960
Phillips Financial Management
Indiana
$203K
IWN
1961
Independent Wealth Network
Iowa
$203K
BONST
1962
Bank of Nova Scotia Trust
Ontario, Canada
$203K
AAM
1963
Azzad Asset Management
Virginia
$203K
FF
1964
Foronjy Financial
California
$202K
SL
1965
Sentinus LLC
Illinois
$201K
BB
1966
Bell Bank
North Dakota
$201K
AGP
1967
Autumn Glory Partners
Texas
$201K
CA
1968
Cornerstone Advisory
Maryland
$201K
PFM
1969
Potomac Fund Management
Florida
$201K
Cohen & Steers
1970
Cohen & Steers
New York
$199K
CAIM
1971
Catherine Avery Investment Management
Florida
$199K
AT
1972
Arlington Trust
Alabama
$196K
TFA
1973
Transamerica Financial Advisors
Florida
$190K
CFFP
1974
Center for Financial Planning
Michigan
$187K
MMCM
1975
Murphy & Mullick Capital Management
New York
$178K