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
SGFG
2351
Silver Grove Financial Group
New York
FCG
2352
Fielder Capital Group
Tennessee
NWM
2353
Northwest Wealth Management
Iowa
WP
2354
WealthPLAN Partners
Nebraska
BF
2355
Brooklyn FI
New York
NC
2356
NovaPoint Capital
Georgia
PWP
2357
Phillips Wealth Planners
Mississippi
LA
2358
Latitude Advisors
Florida
BFIM
2359
Beese Fulmer Investment Management
Ohio
AWAG
2360
ARS Wealth Advisors Group
Florida
FIM
2361
Freedom Investment Management
Connecticut
WAM
2362
Worth Asset Management
Texas
RBFC
2363
Roman Butler Fullerton & Co
Missouri
BC
2364
Bayforest Capital
United Kingdom
WA
2365
Waddell & Associates
Tennessee
B
2366
Bellecapital
Switzerland
OAS
2367
Optivise Advisory Services
Tennessee
FFA
2368
Fi3 Financial Advisors
Indiana
IDA
2369
Intelligence Driven Advisers
California
AIM
2370
Advyzon Investment Management
Illinois
IF
2371
IRON Financial
Illinois
CIP
2372
Convergence Investment Partners
Florida
OR
2373
Olympiad Research
Connecticut
FAM
2374
Fenimore Asset Management
New York
SLA
2375
Silver Lake Advisory
Utah