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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
LWMI
1976
Legacy Wealth Management (Idaho)
Idaho
$160K
WSC
1977
Wellington Shields & Co
New York
$158K
CAC
1978
Core Alternative Capital
Georgia
$158K
FMII
1979
Farmers & Merchants Investments Inc
Nebraska
$156K
DAM
1980
Delta Asset Management
Tennessee
$151K
LI
1981
LRI Investments
Florida
$151K
SWM
1982
SHP Wealth Management
Massachusetts
$149K
FCT
1983
Family Capital Trust
Massachusetts
$147K
AF
1984
Advisornet Financial
Minnesota
$147K
CC
1985
Corsicana & Co
Texas
$144K
JWM
1986
Jessup Wealth Management
Ohio
$143K
IWM
1987
IMG Wealth Management
Florida
$143K
SL
1988
Salomon & Ludwin
Virginia
$143K
WPWM
1989
Western Pacific Wealth Management
Illinois
$142K
GKIM
1990
GW&K Investment Management
Massachusetts
$140K
MA
1991
MCF Advisors
Kentucky
$136K
RS
1992
Rakuten Securities
Japan
$133K
BCM
1993
Berbice Capital Management
New York
$132K
BCM
1994
Birch Capital Management
Texas
$130K
BSC
1995
Brown Shipley & Co
United Kingdom
$128K
STB
1996
S&T Bank
Pennsylvania
$127K
GPI
1997
General Partner Inc
Pennsylvania
$124K
AT
1998
Avalon Trust
New Mexico
$121K
ITIM
1999
Indiana Trust & Investment Management
Indiana
$119K
VLKIM
2000
Van Lanschot Kempen Investment Management
Netherlands
$118K