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Intuit

2,229 hedge funds and large institutions have $157B invested in Intuit in 2025 Q4 according to their latest regulatory filings, with 245 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
2,229
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
MGIA
1001
Moneta Group Investment Advisors
Missouri
$1.73M
FLI
1002
Family Legacy Inc
South Carolina
$1.71M
NCM
1003
Novare Capital Management
North Carolina
$1.71M
KP
1004
Keel Point
Alabama
$1.71M
IQI
1005
Integrated Quantitative Investments
Washington
$1.68M
TF
1006
Trek Financial
Arizona
$1.67M
PWAM
1007
Papamarkou Wellner Asset Management
New York
$1.67M
GAM
1008
Gemmer Asset Management
California
$1.67M
SW
1009
SVB Wealth
Massachusetts
$1.66M
CIA
1010
Choate Investment Advisors
Massachusetts
$1.66M
GI
1011
GLOBALT Investments
Georgia
$1.65M
EWM
1012
Elmwood Wealth Management
California
$1.64M
BBA
1013
Baader Bank Aktiengesellschaft
Germany
$1.64M
FB
1014
Fulton Bank
Pennsylvania
$1.63M
CPA
1015
Capital Planning Advisors
California
$1.62M
RGC
1016
Roberts, Glore & Co
Illinois
$1.61M
WWM
1017
WT Wealth Management
Arizona
$1.61M
NWMG
1018
Nicholson Wealth Management Group
South Carolina
$1.61M
GIA
1019
Gladstone Institutional Advisory
Florida
$1.61M
CB
1020
Cadence Bank
Mississippi
$1.61M
CCA
1021
Childress Capital Advisors
Texas
$1.59M
PPWP
1022
Premier Path Wealth Partners
New Jersey
$1.58M
CTA
1023
Chesley Taft & Associates
Illinois
$1.57M
AWA
1024
Arkadios Wealth Advisors
Georgia
$1.57M
JSA
1025
Jacobson & Schmitt Advisors
Wisconsin
$1.57M