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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
HPWM
2101
High Point Wealth Management
New Jersey
$43.1K
PSB
2102
Piscataqua Savings Bank
New Hampshire
$43.1K
RWM
2103
RMG Wealth Management
Wisconsin
$41.7K
CTC
2104
Cetera Trust Company
Minnesota
$41.1K
MFT
2105
Moisand Fitzgerald Tamayo
Florida
$39.7K
Loomis, Sayles & Company
2106
Loomis, Sayles & Company
Massachusetts
$39.7K
HHMI
2107
Howard Hughes Medical Institute
Maryland
$39.7K
PCA
2108
PMV Capital Advisers
Texas
$39.7K
DWA
2109
Delos Wealth Advisors
Texas
$39.1K
KG
2110
Kilter Group
New York
$39.1K
FUBT
2111
First United Bank & Trust
Maryland
$38.4K
SC
2112
Steph & Co
Wisconsin
$38.4K
CNBT
2113
Cornerstone National Bank & Trust
Illinois
$37.8K
VWA
2114
VSM Wealth Advisory
Maryland
$37.1K
BSB
2115
Bangor Savings Bank
Maine
$35.8K
CTA
2116
Colonial Trust Advisors
South Carolina
$35.8K
BDPWM
2117
Barnes Dennig Private Wealth Management
Ohio
$35.8K
HNW
2118
High Note Wealth
Minnesota
$35.1K
BCM
2119
Boreal Capital Management
Florida
$33.1K
CSB
2120
City State Bank
Iowa
$33.1K
TLA
2121
Tanglewood Legacy Advisors
Texas
$33.1K
BFP
2122
Birchwood Financial Partners
Minnesota
$33.1K
AW
2123
Avion Wealth
Texas
$33K
MIM
2124
MTM Investment Management
South Carolina
$31.1K
OAJ
2125
Ogorek Anthony Joseph
New York
$31K