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
HHMI
2101
Howard Hughes Medical Institute
Maryland
$39.7K
DWA
2102
Delos Wealth Advisors
Texas
$39.1K
KG
2103
Kilter Group
New York
$39.1K
FUBT
2104
First United Bank & Trust
Maryland
$38.4K
SC
2105
Steph & Co
Wisconsin
$38.4K
CNBT
2106
Cornerstone National Bank & Trust
Illinois
$37.8K
VWA
2107
VSM Wealth Advisory
Maryland
$37.1K
BSB
2108
Bangor Savings Bank
Maine
$35.8K
CTA
2109
Colonial Trust Advisors
South Carolina
$35.8K
BDPWM
2110
Barnes Dennig Private Wealth Management
Ohio
$35.8K
HNW
2111
High Note Wealth
Minnesota
$35.1K
CSB
2112
City State Bank
Iowa
$33.1K
TLA
2113
Tanglewood Legacy Advisors
Texas
$33.1K
BCM
2114
Boreal Capital Management
Florida
$33.1K
BFP
2115
Birchwood Financial Partners
Minnesota
$33.1K
AW
2116
Avion Wealth
Texas
$33K
MIM
2117
MTM Investment Management
South Carolina
$31.1K
OAJ
2118
Ogorek Anthony Joseph
New York
$31K
CWM
2119
Copia Wealth Management
Oregon
$30.5K
DPW
2120
DiNuzzo Private Wealth
Pennsylvania
$29.8K
MAM
2121
Marquette Asset Management
Minnesota
$29.1K
TF
2122
Tompkins Financial
New York
$27.8K
FC
2123
Fairscale Capital
New Hampshire
$27.2K
TFA
2124
Toth Financial Advisory
Virginia
$27.1K
HWA
2125
HHM Wealth Advisors
Tennessee
$26.5K