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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
CA
1976
CoreCap Advisors
Michigan
$204K
JAG
1977
Journey Advisory Group
Kentucky
$204K
GFA
1978
Grunden Financial Advisory
Texas
$204K
NGA
1979
Naples Global Advisors
Florida
$204K
BAWM
1980
Bennett Associates Wealth Management
Pennsylvania
$203K
LWPC
1981
Legacy Wealth Partners (Colorado)
Colorado
$203K
PFM
1982
Phillips Financial Management
Indiana
$203K
BONST
1983
Bank of Nova Scotia Trust
Ontario, Canada
$203K
IWN
1984
Independent Wealth Network
Iowa
$203K
AAM
1985
Azzad Asset Management
Virginia
$203K
FF
1986
Foronjy Financial
California
$202K
SL
1987
Sentinus LLC
Illinois
$201K
AGP
1988
Autumn Glory Partners
Texas
$201K
BB
1989
Bell Bank
North Dakota
$201K
CA
1990
Cornerstone Advisory
Maryland
$201K
PFM
1991
Potomac Fund Management
Florida
$201K
Cohen & Steers
1992
Cohen & Steers
New York
$199K
CAIM
1993
Catherine Avery Investment Management
Florida
$199K
AT
1994
Arlington Trust
Alabama
$196K
TFA
1995
Transamerica Financial Advisors
Florida
$190K
CFFP
1996
Center for Financial Planning
Michigan
$187K
MMCM
1997
Murphy & Mullick Capital Management
New York
$178K
TM
1998
Torren Management
California
$178K
WA
1999
WPG Advisers
Maryland
$177K
NWM
2000
Nova Wealth Management
Florida
$173K