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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
HWA
2101
HHM Wealth Advisors
Tennessee
$26.5K
LFA
2102
LGT Financial Advisors
Texas
$26.5K
SGL
2103
Sankala Group LLC
Colorado
$25K
JGCM
2104
Joseph Group Capital Management
Ohio
$24.5K
ISWM
2105
Intesa Sanpaolo Wealth Management
$24.5K
JSAM
2106
J. Safra Asset Management
New York
$23.2K
WAG
2107
Wilkerson Advisory Group
Missouri
$23.2K
TWD
2108
True Wealth Design
Ohio
$22.5K
AP
2109
Aspect Partners
Virginia
$21.9K
OPTFSNA
2110
Old Point Trust & Financial Services N A
Virginia
$21.2K
FRA
2111
Front Row Advisors
California
$21.2K
SFS
2112
Sunrise Financial Services
Washington
$21.2K
NWMP
2113
Noble Wealth Management PBC
Colorado
$20.5K
VWWMG
2114
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K
EWP
2115
Elevation Wealth Partners
California
$19.9K
VWA
2116
Valued Wealth Advisors
Utah
$19.2K
PWM
2117
Proathlete Wealth Management
Florida
$19.2K
HC
2118
Hurley Capital
New York
$18.5K
CFM
2119
Cornerstone Financial Management
Massachusetts
$18.5K
NRG
2120
Nemes Rush Group
Michigan
$18K
HDIM
2121
Hanson & Doremus Investment Management
Vermont
$18K
GAFA
2122
Garton & Associates Financial Advisors
Kentucky
$18K
KA
2123
Kozak & Associates
Colorado
$17.6K
HHGA
2124
Halbert Hargrove Global Advisors
California
$17.3K
NEWAS
2125
N.E.W. Advisory Services
Wisconsin
$16.6K