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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
CT
2351
ClearAlpha Technologies
Connecticut
CFAM
2352
Center For Asset Management
Florida
MP
2353
McDonald Partners
Ohio
FWI
2354
Facet Wealth Inc
Maryland
MM
2355
MQS Management
New York
FCFC
2356
First Citizens Financial Corp
Iowa
BAM
2357
Berkshire Asset Management
Pennsylvania
CRWM
2358
Castle Rock Wealth Management
California
SGFG
2359
Silver Grove Financial Group
New York
FCG
2360
Fielder Capital Group
Tennessee
NWM
2361
Northwest Wealth Management
Iowa
BF
2362
Brooklyn FI
New York
WP
2363
WealthPLAN Partners
Nebraska
NC
2364
NovaPoint Capital
Georgia
PWP
2365
Phillips Wealth Planners
Mississippi
LA
2366
Latitude Advisors
Florida
BFIM
2367
Beese Fulmer Investment Management
Ohio
AWAG
2368
ARS Wealth Advisors Group
Florida
FIM
2369
Freedom Investment Management
Connecticut
RBFC
2370
Roman Butler Fullerton & Co
Missouri
WAM
2371
Worth Asset Management
Texas
BC
2372
Bayforest Capital
United Kingdom
WA
2373
Waddell & Associates
Tennessee
B
2374
Bellecapital
Switzerland
OAS
2375
Optivise Advisory Services
Tennessee