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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
BFS
2051
Beacon Financial Strategies
North Carolina
$51.7K
WIM
2052
Westside Investment Management
California
$51.1K
BGA
2053
Battery Global Advisors
Massachusetts
$50.8K
HNB
2054
Hilltop National Bank
Wyoming
$50.3K
KB
2055
Kimelman & Baird
New York
$49.7K
RCM
2056
Raleigh Capital Management
North Carolina
$49.6K
RWM
2057
Rialto Wealth Management
New York
$48.4K
LWANC
2058
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.4K
QWM
2059
Quaker Wealth Management
New Jersey
$47.7K
DF
2060
DecisionPoint Financial
Arizona
$47K
DWM
2061
Dogwood Wealth Management
Kansas
$47K
VIS
2062
Vega Investment Solutions
France
$45.7K
GWM
2063
Greenline Wealth Management
Florida
$45.3K
WB
2064
Webster Bank
Connecticut
$45K
AFG
2065
Albion Financial Group
Utah
$44.4K
AP
2066
Atwood & Palmer
Missouri
$44.4K
CIAS
2067
CBIZ Investment Advisory Services
Ohio
$44.4K
AFC
2068
Ares Financial Consulting
California
$44.4K
CP
2069
Camelot Portfolios
Ohio
$43.1K
HPWM
2070
High Point Wealth Management
New Jersey
$43.1K
PSB
2071
Piscataqua Savings Bank
New Hampshire
$43.1K
RWM
2072
RMG Wealth Management
Wisconsin
$41.7K
CTC
2073
Cetera Trust Company
Minnesota
$41.1K
MFT
2074
Moisand Fitzgerald Tamayo
Florida
$39.7K
Loomis, Sayles & Company
2075
Loomis, Sayles & Company
Massachusetts
$39.7K