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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
RWA
2051
Redmont Wealth Advisors
Illinois
$82.1K
HBW
2052
Hazlett, Burt & Watson
West Virginia
$78K
ICM
2053
Islay Capital Management
Texas
$77.5K
SGK
2054
Steigerwald Gordon & Koch
Virginia
$76.2K
RPA
2055
Redwood Park Advisors
California
$73.1K
NL
2056
NVWM LLC
Pennsylvania
$72.9K
SIC
2057
SJS Investment Consulting
Ohio
$71.5K
FMP
2058
Financial Management Professionals
Texas
$70.2K
TCM
2059
TD Capital Management
Tennessee
$69.7K
SPF
2060
South Plains Financial
Texas
$69.5K
SEP
2061
Signature Equity Partners
Ohio
$69K
RA
2062
Ransom Advisory
Rhode Island
$68.9K
LWM
2063
Lodestone Wealth Management
Washington
$66.9K
OCM
2064
Osbon Capital Management
Massachusetts
$66.9K
MWA
2065
Medallion Wealth Advisors
Connecticut
$64.3K
SVWA
2066
Sarver Vrooman Wealth Advisors
Missouri
$62.9K
AWM
2067
Abound Wealth Management
Tennessee
$61K
RWS
2068
Retirement Wealth Solutions
Wisconsin
$59.8K
LAM
2069
LOM Asset Management
$59.6K
HFS
2070
Hughes Financial Services
Virginia
$58.9K
AWM
2071
Activest Wealth Management
Florida
$57.6K
AG
2072
AmeriFlex Group
Nevada
$57.1K
PAG
2073
Paladin Advisory Group
Iowa
$57K
MIFH
2074
Migdal Insurance & Financial Holdings
Israel
$56K
S
2075
Sachetta
Massachusetts
$55K