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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
STB
2001
S&T Bank
Pennsylvania
$127K
GPI
2002
General Partner Inc
Pennsylvania
$124K
AT
2003
Avalon Trust
New Mexico
$121K
ITIM
2004
Indiana Trust & Investment Management
Indiana
$119K
VLKIM
2005
Van Lanschot Kempen Investment Management
Netherlands
$118K
CPG
2006
Cornerstone Planning Group
New Jersey
$116K
LIA
2007
Limestone Investment Advisors
New York
$113K
MSWM
2008
Mowery & Schoenfeld Wealth Management
Illinois
$109K
PMFA
2009
Plante Moran Financial Advisors
Michigan
$105K
SC
2010
Solstein Capital
California
$105K
P
2011
Palladiem
Pennsylvania
$104K
CT
2012
Coastline Trust
Rhode Island
$101K
CM
2013
Capula Management
Cayman Islands
$99.4K
FMTCOCP
2014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K
IBOK
2015
Independence Bank of Kentucky
Kentucky
$96.7K
AA
2016
Addison Advisors
Vermont
$96.1K
PWA
2017
Provenance Wealth Advisors
Florida
$94.7K
PWMG
2018
Private Wealth Management Group
New Jersey
$93.4K
CFG
2019
Clayton Financial Group
Missouri
$92.7K
CWP
2020
Clark Wealth Partners
Illinois
$92.6K
DMBA
2021
Deseret Mutual Benefit Administrators
Utah
$90.8K
CW
2022
Curio Wealth
Maryland
$90.4K
PWAM
2023
Private Wealth Asset Management
Iowa
$88.1K
FPF
2024
First Pacific Financial
Washington
$86.2K
ACM
2025
Anfield Capital Management
California
$83.5K