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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
CPG
2001
Cornerstone Planning Group
New Jersey
$116K
LIA
2002
Limestone Investment Advisors
New York
$113K
MSWM
2003
Mowery & Schoenfeld Wealth Management
Illinois
$109K
PMFA
2004
Plante Moran Financial Advisors
Michigan
$105K
SC
2005
Solstein Capital
California
$105K
P
2006
Palladiem
Pennsylvania
$104K
CT
2007
Coastline Trust
Rhode Island
$101K
CM
2008
Capula Management
Cayman Islands
$99.4K
FMTCOCP
2009
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K
IBOK
2010
Independence Bank of Kentucky
Kentucky
$96.7K
AA
2011
Addison Advisors
Vermont
$96.1K
PWA
2012
Provenance Wealth Advisors
Florida
$94.7K
PWMG
2013
Private Wealth Management Group
New Jersey
$93.4K
CFG
2014
Clayton Financial Group
Missouri
$92.7K
CWP
2015
Clark Wealth Partners
Illinois
$92.6K
DMBA
2016
Deseret Mutual Benefit Administrators
Utah
$90.8K
CW
2017
Curio Wealth
Maryland
$90.4K
PWAM
2018
Private Wealth Asset Management
Iowa
$88.1K
FPF
2019
First Pacific Financial
Washington
$86.2K
ACM
2020
Anfield Capital Management
California
$83.5K
RFG
2021
REAP Financial Group
Texas
$82.9K
RWA
2022
Redmont Wealth Advisors
Illinois
$82.1K
HBW
2023
Hazlett, Burt & Watson
West Virginia
$78K
ICM
2024
Islay Capital Management
Texas
$77.5K
SGK
2025
Steigerwald Gordon & Koch
Virginia
$76.2K