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Intuit

2,229 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 245 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
2,229
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
CWM
2101
Copia Wealth Management
Oregon
$30.5K
DPW
2102
DiNuzzo Private Wealth
Pennsylvania
$29.8K
MAM
2103
Marquette Asset Management
Minnesota
$29.1K
TF
2104
Tompkins Financial
New York
$27.8K
FC
2105
Fairscale Capital
New Hampshire
$27.2K
TFA
2106
Toth Financial Advisory
Virginia
$27.1K
HWA
2107
HHM Wealth Advisors
Tennessee
$26.5K
LFA
2108
LGT Financial Advisors
Texas
$26.5K
SG
2109
Sankala Group
Colorado
$25K
JGCM
2110
Joseph Group Capital Management
Ohio
$24.5K
ISWM
2111
Intesa Sanpaolo Wealth Management
$24.5K
JSAM
2112
J. Safra Asset Management
New York
$23.2K
WAG
2113
Wilkerson Advisory Group
Missouri
$23.2K
TWD
2114
True Wealth Design
Ohio
$22.5K
AP
2115
Aspect Partners
Virginia
$21.9K
OPTFSNA
2116
Old Point Trust & Financial Services N A
Virginia
$21.2K
FRA
2117
Front Row Advisors
California
$21.2K
SFS
2118
Sunrise Financial Services
Washington
$21.2K
NWMP
2119
Noble Wealth Management PBC
Colorado
$20.5K
VWWMG
2120
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K
EWP
2121
Elevation Wealth Partners
California
$19.9K
VWA
2122
Valued Wealth Advisors
Utah
$19.2K
PWM
2123
Proathlete Wealth Management
Florida
$19.2K
HC
2124
Hurley Capital
New York
$18.5K
CFM
2125
Cornerstone Financial Management
Massachusetts
$18.5K