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Intuit

2,221 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 914 increasing their positions, 791 reducing their positions, and 152 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 (-$3.33B)

16% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.72B

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

Holders
2,221
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
$3.13B
Puts
$3.72B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1001
Bryn Mawr Capital Management
Pennsylvania
$1.73M
MGIA
1002
Moneta Group Investment Advisors
Missouri
$1.73M
FLI
1003
Family Legacy Inc
South Carolina
$1.71M
NCM
1004
Novare Capital Management
North Carolina
$1.71M
KP
1005
Keel Point
Alabama
$1.71M
IQI
1006
Integrated Quantitative Investments
Washington
$1.68M
TF
1007
Trek Financial
Arizona
$1.67M
PWAM
1008
Papamarkou Wellner Asset Management
New York
$1.67M
GAM
1009
Gemmer Asset Management
California
$1.67M
SW
1010
SVB Wealth
Massachusetts
$1.66M
CIA
1011
Choate Investment Advisors
Massachusetts
$1.66M
GI
1012
GLOBALT Investments
Georgia
$1.65M
EWM
1013
Elmwood Wealth Management
California
$1.64M
BBA
1014
Baader Bank Aktiengesellschaft
Germany
$1.64M
FB
1015
Fulton Bank
Pennsylvania
$1.63M
CPA
1016
Capital Planning Advisors
California
$1.62M
RGC
1017
Roberts, Glore & Co
Illinois
$1.61M
WWM
1018
WT Wealth Management
Arizona
$1.61M
NWMG
1019
Nicholson Wealth Management Group
South Carolina
$1.61M
GIA
1020
Gladstone Institutional Advisory
Florida
$1.61M
CB
1021
Cadence Bank
Mississippi
$1.61M
CCA
1022
Childress Capital Advisors
Texas
$1.59M
PPWP
1023
Premier Path Wealth Partners
New Jersey
$1.58M
CTA
1024
Chesley Taft & Associates
Illinois
$1.57M
AWA
1025
Arkadios Wealth Advisors
Georgia
$1.57M