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
LFA
2126
LGT Financial Advisors
Texas
$26.5K
SG
2127
Sankala Group
Colorado
$25K
JGCM
2128
Joseph Group Capital Management
Ohio
$24.5K
ISWM
2129
Intesa Sanpaolo Wealth Management
$24.5K
JSAM
2130
J. Safra Asset Management
New York
$23.2K
WAG
2131
Wilkerson Advisory Group
Missouri
$23.2K
TWD
2132
True Wealth Design
Ohio
$22.5K
AP
2133
Aspect Partners
Virginia
$21.9K
OPTFSNA
2134
Old Point Trust & Financial Services N A
Virginia
$21.2K
FRA
2135
Front Row Advisors
California
$21.2K
SFS
2136
Sunrise Financial Services
Washington
$21.2K
NWMP
2137
Noble Wealth Management PBC
Colorado
$20.5K
VWWMG
2138
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K
EWP
2139
Elevation Wealth Partners
California
$19.9K
VWA
2140
Valued Wealth Advisors
Utah
$19.2K
PWM
2141
Proathlete Wealth Management
Florida
$19.2K
HC
2142
Hurley Capital
New York
$18.5K
CFM
2143
Cornerstone Financial Management
Massachusetts
$18.5K
NRG
2144
Nemes Rush Group
Michigan
$18K
HDIM
2145
Hanson & Doremus Investment Management
Vermont
$18K
GAFA
2146
Garton & Associates Financial Advisors
Kentucky
$18K
KA
2147
Kozak & Associates
Colorado
$17.6K
HHGA
2148
Halbert Hargrove Global Advisors
California
$17.3K
NEWAS
2149
N.E.W. Advisory Services
Wisconsin
$16.6K
NWS
2150
Nvest Wealth Strategies
Ohio
$15.9K