INTU icon

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
PWAM
2026
Private Wealth Asset Management
Iowa
$88.1K
FPF
2027
First Pacific Financial
Washington
$86.2K
ACM
2028
Anfield Capital Management
California
$83.5K
RFG
2029
REAP Financial Group
Texas
$82.9K
RWA
2030
Redmont Wealth Advisors
Illinois
$82.1K
HBW
2031
Hazlett, Burt & Watson
West Virginia
$78K
ICM
2032
Islay Capital Management
Texas
$77.5K
SGK
2033
Steigerwald Gordon & Koch
Virginia
$76.2K
RPA
2034
Redwood Park Advisors
California
$73.1K
NL
2035
NVWM LLC
Pennsylvania
$72.9K
SIC
2036
SJS Investment Consulting
Ohio
$71.5K
FMP
2037
Financial Management Professionals
Texas
$70.2K
TCM
2038
TD Capital Management
Tennessee
$69.7K
SPF
2039
South Plains Financial
Texas
$69.5K
SEP
2040
Signature Equity Partners
Ohio
$69K
RA
2041
Ransom Advisory
Rhode Island
$68.9K
LWM
2042
Lodestone Wealth Management
Washington
$66.9K
OCM
2043
Osbon Capital Management
Massachusetts
$66.9K
MWA
2044
Medallion Wealth Advisors
Connecticut
$64.3K
SVWA
2045
Sarver Vrooman Wealth Advisors
Missouri
$62.9K
AWM
2046
Abound Wealth Management
Tennessee
$61K
RWS
2047
Retirement Wealth Solutions
Wisconsin
$59.8K
LAM
2048
LOM Asset Management
$59.6K
HFS
2049
Hughes Financial Services
Virginia
$58.9K
AWM
2050
Activest Wealth Management
Florida
$57.6K