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
IIM
2326
Intact Investment Management
Quebec, Canada
CT
2327
ClearAlpha Technologies
Connecticut
CFAM
2328
Center For Asset Management
Florida
MP
2329
McDonald Partners
Ohio
FWI
2330
Facet Wealth Inc
Maryland
MM
2331
MQS Management
New York
FCFC
2332
First Citizens Financial Corp
Iowa
BAM
2333
Berkshire Asset Management
Pennsylvania
CRWM
2334
Castle Rock Wealth Management
California
SGFG
2335
Silver Grove Financial Group
New York
FCG
2336
Fielder Capital Group
Tennessee
NWM
2337
Northwest Wealth Management
Iowa
BF
2338
Brooklyn FI
New York
WP
2339
WealthPLAN Partners
Nebraska
NC
2340
NovaPoint Capital
Georgia
PWP
2341
Phillips Wealth Planners
Mississippi
LA
2342
Latitude Advisors
Florida
BFIM
2343
Beese Fulmer Investment Management
Ohio
AWAG
2344
ARS Wealth Advisors Group
Florida
FIM
2345
Freedom Investment Management
Connecticut
RBFC
2346
Roman Butler Fullerton & Co
Missouri
WAM
2347
Worth Asset Management
Texas
BC
2348
Bayforest Capital
United Kingdom
WA
2349
Waddell & Associates
Tennessee
B
2350
Bellecapital
Switzerland