2,231 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 247 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
2,231
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
AFC
2076
Ares Financial Consulting
California
$44.4K
CP
2077
Camelot Portfolios
Ohio
$43.1K
HPWM
2078
High Point Wealth Management
New Jersey
$43.1K
PSB
2079
Piscataqua Savings Bank
New Hampshire
$43.1K
RWM
2080
RMG Wealth Management
Wisconsin
$41.7K
CTC
2081
Cetera Trust Company
Minnesota
$41.1K
MFT
2082
Moisand Fitzgerald Tamayo
Florida
$39.7K
Loomis, Sayles & Company
2083
Loomis, Sayles & Company
Massachusetts
$39.7K
PCA
2084
PMV Capital Advisers
Texas
$39.7K
HHMI
2085
Howard Hughes Medical Institute
Maryland
$39.7K
DWA
2086
Delos Wealth Advisors
Texas
$39.1K
KG
2087
Kilter Group
New York
$39.1K
FUBT
2088
First United Bank & Trust
Maryland
$38.4K
SC
2089
Steph & Co
Wisconsin
$38.4K
CNBT
2090
Cornerstone National Bank & Trust
Illinois
$37.8K
VWA
2091
VSM Wealth Advisory
Maryland
$37.1K
BSB
2092
Bangor Savings Bank
Maine
$35.8K
CTA
2093
Colonial Trust Advisors
South Carolina
$35.8K
BDPWM
2094
Barnes Dennig Private Wealth Management
Ohio
$35.8K
HNW
2095
High Note Wealth
Minnesota
$35.1K
CSB
2096
City State Bank
Iowa
$33.1K
TLA
2097
Tanglewood Legacy Advisors
Texas
$33.1K
BCM
2098
Boreal Capital Management
Florida
$33.1K
BFP
2099
Birchwood Financial Partners
Minnesota
$33.1K
AW
2100
Avion Wealth
Texas
$33K