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
MIM
2101
MTM Investment Management
South Carolina
$31.1K
OAJ
2102
Ogorek Anthony Joseph
New York
$31K
CWM
2103
Copia Wealth Management
Oregon
$30.5K
DPW
2104
DiNuzzo Private Wealth
Pennsylvania
$29.8K
MAM
2105
Marquette Asset Management
Minnesota
$29.1K
TF
2106
Tompkins Financial
New York
$27.8K
FC
2107
Fairscale Capital
New Hampshire
$27.2K
TFA
2108
Toth Financial Advisory
Virginia
$27.1K
HWA
2109
HHM Wealth Advisors
Tennessee
$26.5K
LFA
2110
LGT Financial Advisors
Texas
$26.5K
SG
2111
Sankala Group
Colorado
$25K
JGCM
2112
Joseph Group Capital Management
Ohio
$24.5K
ISWM
2113
Intesa Sanpaolo Wealth Management
$24.5K
JSAM
2114
J. Safra Asset Management
New York
$23.2K
WAG
2115
Wilkerson Advisory Group
Missouri
$23.2K
TWD
2116
True Wealth Design
Ohio
$22.5K
AP
2117
Aspect Partners
Virginia
$21.9K
OPTFSNA
2118
Old Point Trust & Financial Services N A
Virginia
$21.2K
FRA
2119
Front Row Advisors
California
$21.2K
SFS
2120
Sunrise Financial Services
Washington
$21.2K
NWMP
2121
Noble Wealth Management PBC
Colorado
$20.5K
VWWMG
2122
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K
EWP
2123
Elevation Wealth Partners
California
$19.9K
VWA
2124
Valued Wealth Advisors
Utah
$19.2K
PWM
2125
Proathlete Wealth Management
Florida
$19.2K