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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
CWM
2126
Copia Wealth Management
Oregon
$30.5K
DPW
2127
DiNuzzo Private Wealth
Pennsylvania
$29.8K
MAM
2128
Marquette Asset Management
Minnesota
$29.1K
TF
2129
Tompkins Financial
New York
$27.8K
FC
2130
Fairscale Capital
New Hampshire
$27.2K
TFA
2131
Toth Financial Advisory
Virginia
$27.1K
HWA
2132
HHM Wealth Advisors
Tennessee
$26.5K
LFA
2133
LGT Financial Advisors
Texas
$26.5K
SG
2134
Sankala Group
Colorado
$25K
ISWM
2135
Intesa Sanpaolo Wealth Management
$24.5K
JGCM
2136
Joseph Group Capital Management
Ohio
$24.5K
JSAM
2137
J. Safra Asset Management
New York
$23.2K
WAG
2138
Wilkerson Advisory Group
Missouri
$23.2K
TWD
2139
True Wealth Design
Ohio
$22.5K
AP
2140
Aspect Partners
Virginia
$21.9K
FRA
2141
Front Row Advisors
California
$21.2K
OPTFSNA
2142
Old Point Trust & Financial Services N A
Virginia
$21.2K
SFS
2143
Sunrise Financial Services
Washington
$21.2K
NWMP
2144
Noble Wealth Management PBC
Colorado
$20.5K
VWWMG
2145
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K
EWP
2146
Elevation Wealth Partners
California
$19.9K
VWA
2147
Valued Wealth Advisors
Utah
$19.2K
PWM
2148
Proathlete Wealth Management
Florida
$19.2K
HC
2149
Hurley Capital
New York
$18.5K
CFM
2150
Cornerstone Financial Management
Massachusetts
$18.5K