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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
RFP
2001
Root Financial Partners
California
$170K
GEA
2002
Glen Eagle Advisors
New Jersey
$163K
DJSG
2003
D.J. St. Germain
Massachusetts
$161K
FNWA
2004
Financial Network Wealth Advisors
Utah
$160K
LWMI
2005
Legacy Wealth Management (Idaho)
Idaho
$160K
WSC
2006
Wellington Shields & Co
New York
$158K
CAC
2007
Core Alternative Capital
Georgia
$158K
FMII
2008
Farmers & Merchants Investments Inc
Nebraska
$156K
DAM
2009
Delta Asset Management
Tennessee
$151K
LI
2010
LRI Investments
Florida
$151K
SWM
2011
SHP Wealth Management
Massachusetts
$149K
FCT
2012
Family Capital Trust
Massachusetts
$147K
AF
2013
Advisornet Financial
Minnesota
$147K
CC
2014
Corsicana & Co
Texas
$144K
JWM
2015
Jessup Wealth Management
Ohio
$143K
IWM
2016
IMG Wealth Management
Florida
$143K
SL
2017
Salomon & Ludwin
Virginia
$143K
WPWM
2018
Western Pacific Wealth Management
Illinois
$142K
GKIM
2019
GW&K Investment Management
Massachusetts
$140K
MA
2020
MCF Advisors
Kentucky
$136K
RS
2021
Rakuten Securities
Japan
$133K
BCM
2022
Berbice Capital Management
New York
$132K
BCM
2023
Birch Capital Management
Texas
$130K
BSC
2024
Brown Shipley & Co
United Kingdom
$128K
STB
2025
S&T Bank
Pennsylvania
$127K