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Intuit

2,234 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 916 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 (-$3.42B)

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
2,234
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
BCM
2001
Berbice Capital Management
New York
$132K
BCM
2002
Birch Capital Management
Texas
$130K
BSC
2003
Brown Shipley & Co
United Kingdom
$128K
STB
2004
S&T Bank
Pennsylvania
$127K
GPI
2005
General Partner Inc
Pennsylvania
$124K
AT
2006
Avalon Trust
New Mexico
$121K
ITIM
2007
Indiana Trust & Investment Management
Indiana
$119K
VLKIM
2008
Van Lanschot Kempen Investment Management
Netherlands
$118K
CPG
2009
Cornerstone Planning Group
New Jersey
$116K
LIA
2010
Limestone Investment Advisors
New York
$113K
MSWM
2011
Mowery & Schoenfeld Wealth Management
Illinois
$109K
PMFA
2012
Plante Moran Financial Advisors
Michigan
$105K
SC
2013
Solstein Capital
California
$105K
P
2014
Palladiem
Pennsylvania
$104K
CT
2015
Coastline Trust
Rhode Island
$101K
CM
2016
Capula Management
Cayman Islands
$99.4K
FMTCOCP
2017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K
IBOK
2018
Independence Bank of Kentucky
Kentucky
$96.7K
AA
2019
Addison Advisors
Vermont
$96.1K
PWA
2020
Provenance Wealth Advisors
Florida
$94.7K
PWMG
2021
Private Wealth Management Group
New Jersey
$93.4K
CFG
2022
Clayton Financial Group
Missouri
$92.7K
CWP
2023
Clark Wealth Partners
Illinois
$92.6K
DMBA
2024
Deseret Mutual Benefit Administrators
Utah
$90.8K
CW
2025
Curio Wealth
Maryland
$90.4K