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Intuit

2,229 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 245 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
2,229
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
RFP
1976
Root Financial Partners
California
$170K
GEA
1977
Glen Eagle Advisors
New Jersey
$163K
CIP
1978
Castlefield Investment Partners
$163K
DJSG
1979
D.J. St. Germain
Massachusetts
$161K
FNWA
1980
Financial Network Wealth Advisors
Utah
$160K
LWMI
1981
Legacy Wealth Management (Idaho)
Idaho
$160K
WSC
1982
Wellington Shields & Co
New York
$158K
CAC
1983
Core Alternative Capital
Georgia
$158K
FMII
1984
Farmers & Merchants Investments Inc
Nebraska
$156K
DAM
1985
Delta Asset Management
Tennessee
$151K
LI
1986
LRI Investments
Florida
$151K
SWM
1987
SHP Wealth Management
Massachusetts
$149K
FCT
1988
Family Capital Trust
Massachusetts
$147K
AF
1989
Advisornet Financial
Minnesota
$147K
CC
1990
Corsicana & Co
Texas
$144K
JWM
1991
Jessup Wealth Management
Ohio
$143K
IWM
1992
IMG Wealth Management
Florida
$143K
SL
1993
Salomon & Ludwin
Virginia
$143K
WPWM
1994
Western Pacific Wealth Management
Illinois
$142K
GKIM
1995
GW&K Investment Management
Massachusetts
$140K
MA
1996
MCF Advisors
Kentucky
$136K
RS
1997
Rakuten Securities
Japan
$133K
BCM
1998
Berbice Capital Management
New York
$132K
BCM
1999
Birch Capital Management
Texas
$130K
BSC
2000
Brown Shipley & Co
United Kingdom
$128K