2,247 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 918 increasing their positions, 796 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 (-$3.29B)

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
2,247
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
WIM
2076
Westside Investment Management
California
$51.1K
BGA
2077
Battery Global Advisors
Massachusetts
$50.8K
HNB
2078
Hilltop National Bank
Wyoming
$50.3K
KB
2079
Kimelman & Baird
New York
$49.7K
RCM
2080
Raleigh Capital Management
North Carolina
$49.6K
RWM
2081
Rialto Wealth Management
New York
$48.4K
LWANC
2082
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.4K
QWM
2083
Quaker Wealth Management
New Jersey
$47.7K
DF
2084
DecisionPoint Financial
Arizona
$47K
DWM
2085
Dogwood Wealth Management
Kansas
$47K
VIS
2086
Vega Investment Solutions
France
$45.7K
GWM
2087
Greenline Wealth Management
Florida
$45.3K
WB
2088
Webster Bank
Connecticut
$45K
AFG
2089
Albion Financial Group
Utah
$44.4K
AP
2090
Atwood & Palmer
Missouri
$44.4K
CIAS
2091
CBIZ Investment Advisory Services
Ohio
$44.4K
AFC
2092
Ares Financial Consulting
California
$44.4K
HPWM
2093
High Point Wealth Management
New Jersey
$43.1K
CP
2094
Camelot Portfolios
Ohio
$43.1K
PSB
2095
Piscataqua Savings Bank
New Hampshire
$43.1K
RWM
2096
RMG Wealth Management
Wisconsin
$41.7K
CTC
2097
Cetera Trust Company
Minnesota
$41.1K
MFT
2098
Moisand Fitzgerald Tamayo
Florida
$39.7K
Loomis, Sayles & Company
2099
Loomis, Sayles & Company
Massachusetts
$39.7K
PCA
2100
PMV Capital Advisers
Texas
$39.7K