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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
BEW
1951
Burton Enright Welch
California
$213K
BBA
1952
Braun-Bostich & Associates
Pennsylvania
$213K
GA
1953
Goldstein Advisors
Wisconsin
$212K
LAM
1954
LECAP Asset Management
United Kingdom
$212K
WB
1955
West Bancorporation
Iowa
$212K
BWM
1956
Baron Wealth Management
Michigan
$211K
AL
1957
Aspiriant LLC
California
$210K
IF
1958
Intrua Financial
Texas
$210K
IP
1959
Ignite Planners
California
$210K
JTWM
1960
Jackson Thornton Wealth Management
Alabama
$209K
PHIC
1961
Pine Haven Investment Counsel
Massachusetts
$209K
FBB
1962
Fulton Breakefield Broenniman
Maryland
$209K
DCA
1963
DSG Capital Advisors
Minnesota
$209K
RS
1964
Retirement Solution
Washington
$208K
CWA
1965
Consilio Wealth Advisors
Washington
$207K
TC
1966
Tannin Capital
North Carolina
$207K
CWMK
1967
Caliber Wealth Management (Kansas)
Kansas
$207K
G
1968
GenTrust
Florida
$207K
AFG
1969
ABLE Financial Group
Arizona
$206K
SPC
1970
Spirepoint Private Client
Florida
$206K
ACA
1971
Affinity Capital Advisors
California
$206K
PCH
1972
PGIM Custom Harvest
New Jersey
$205K
OWA
1973
One Wealth Advisors
California
$205K
SIS
1974
Sound Income Strategies
Florida
$205K
UWP
1975
Uniting Wealth Partners
Kansas
$205K