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
MWM
2176
Mascoma Wealth Management
New Hampshire
$7.95K
OC
2177
Optima Capital
Oregon
$7.95K
BL
2178
BFSG LLC
California
$7.29K
UFPG
2179
United Financial Planning Group
New York
$7.29K
NL
2180
NorthAvenue LLC
Ohio
$7.29K
IIM
2181
IFC & Insurance Marketing
California
$7K
MPW
2182
MASECO Private Wealth
$6.64K
JFA
2183
JNBA Financial Advisors
Minnesota
$6.63K
KTC
2184
Kentucky Trust Company
Kentucky
$6.62K
MTIC
2185
Missouri Trust & Investment Company
Missouri
$6.62K
VEA
2186
Virtus ETF Advisers
New York
$6.62K
GA
2187
GoalVest Advisory
New York
$6.62K
MDA
2188
Minot DeBlois Advisors
Massachusetts
$6.62K
EPIME
2189
Evelyn Partners Investment Management (Europe)
$6.62K
BC
2190
Barrett & Company
Rhode Island
$6.62K
TPBG
2191
Turning Point Benefit Group
Maryland
$6.62K
BOJHT
2192
Bank of Jackson Hole Trust
Wyoming
$6.62K
WW
2193
Winnow Wealth
Texas
$5.97K
ME
2194
McIlrath & Eck
Washington
$5.96K
CRI
2195
Commonwealth Retirement Investments
Virginia
$5.42K
BCPWM
2196
Bradley & Co Private Wealth Management
Florida
$5.3K
SN
2197
Sittner & Nelson
Oregon
$4.88K
MAS
2198
MPWM Advisory Solutions
Georgia
$4.64K
CIA
2199
Cape Investment Advisory
Georgia
$4.64K
SWA
2200
Strategic Wealth Advisors
Arizona
$4K