We are live on ! Find out more

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

70% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 153

15% more repeat investments, than reductions

Existing positions increased: 919 | Existing positions reduced: 798

3% more funds holding

Funds holding: 2,1902,255 (+65)

1.02% more ownership

Funds ownership: 84.31%85.33% (+1%)

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
+65
Holders Change %
+2.97%
% of All Funds
27.44%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.56%
New
260
Increased
919
Reduced
798
Closed
153
Calls
$3.14B
Puts
$3.74B
Net Calls
-$593M
Net Calls Change
-$350M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
1001
Dorsey & Whitney Trust
South Dakota
$1.75M -$52.2K -79 -3%
FA
1002
Fiduciary Alliance
South Carolina
$1.75M +$570K +863 +49%
AIM
1003
Anchor Investment Management
South Carolina
$1.74M +$30.4K +46 +2%
SVCP
1004
Silicon Valley Capital Partners
California
$1.74M +$2.64K +4 +0.2%
BMCM
1005
Bryn Mawr Capital Management
Pennsylvania
$1.73M -$476K -721 -22%
MGIA
1006
Moneta Group Investment Advisors
Missouri
$1.73M +$78.6K +119 +5%
FLI
1007
Family Legacy Inc
South Carolina
$1.71M +$10.6K +16 +0.6%
NCM
1008
Novare Capital Management
North Carolina
$1.71M -$112K -170 -6%
KP
1009
Keel Point
Alabama
$1.71M -$87.2K -132 -5%
IQI
1010
Integrated Quantitative Investments
Washington
$1.68M +$537K +812 +47%
TF
1011
Trek Financial
Arizona
$1.67M +$432K +654 +35%
PWAM
1012
Papamarkou Wellner Asset Management
New York
$1.67M +$42.3K +64 +3%
GAM
1013
Gemmer Asset Management
California
$1.67M +$1.42M +2,152 +585%
SW
1014
SVB Wealth
Massachusetts
$1.66M -$84.6K -128 -5%
CIA
1015
Choate Investment Advisors
Massachusetts
$1.66M +$102K +155 +7%
GI
1016
GLOBALT Investments
Georgia
$1.65M -$13.9K -21 -0.8%
VR
1017
Vision Retirement
New Jersey
$1.65M +$1.64M +2,489 New
EWM
1018
Elmwood Wealth Management
California
$1.64M -$19.8K -30 -1%
BBA
1019
Baader Bank Aktiengesellschaft
Germany
$1.64M -$1.13M -1,715 -41%
FB
1020
Fulton Bank
Pennsylvania
$1.63M +$27.1K +41 +2%
CPA
1021
Capital Planning Advisors
California
$1.62M -$39K -59 -2%
RGC
1022
Roberts, Glore & Co
Illinois
$1.61M
WWM
1023
WT Wealth Management
Arizona
$1.61M +$1.61M +2,431 New
NWMG
1024
Nicholson Wealth Management Group
South Carolina
$1.61M +$188K +284 +13%
GIA
1025
Gladstone Institutional Advisory
Florida
$1.61M -$559K -846 -26%