We are live on ! Find out more

2,029 hedge funds and large institutions have $145B invested in Intuit in 2025 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 767 increasing their positions, 817 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 5967 (+8)

0.53% more ownership

Funds ownership: 83.79%84.32% (+0.53%)

1% less first-time investments, than exits

New positions opened: 166 | Existing positions closed: 167

2% less capital invested

Capital invested by funds: $148B → $145B (-$3.49B)

6% less repeat investments, than reductions

Existing positions increased: 767 | Existing positions reduced: 817

2% less funds holding

Funds holding: 2,0632,029 (-34)

14% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.74B

Holders
2,029
Holders Change
-34
Holders Change %
-1.65%
% of All Funds
27.2%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.9%
New
166
Increased
767
Reduced
817
Closed
167
Calls
$2.35B
Puts
$2.74B
Net Calls
-$397M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
376
Osaic Holdings
Arizona
$19.8M -$7.12M -11,864 -27%
CL
377
CIM LLC
New York
$19.6M -$72.1K -120 -0.4%
BIM
378
Bridges Investment Management
Nebraska
$19.6M +$247K +411 +1%
TF
379
Talbot Financial
Washington
$19.6M -$650K -1,083 -3%
PL
380
Parkwood LLC
Ohio
$19.6M +$19.2M +31,894 New
TW
381
Trajan Wealth
Arizona
$19.5M +$1.9M +3,158 +11%
SWM
382
Segment Wealth Management
Texas
$19.5M +$446K +743 +2%
AS
383
Aware Super
Australia
$19.4M
LWM
384
Lyell Wealth Management
California
$19.3M +$121K +201 +0.6%
IGAM
385
iA Global Asset Management
Quebec, Canada
$19.3M +$260K +433 +1%
SBWIC
386
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.2M +$195K +325 +1%
PE
387
Point72 Europe
United Kingdom
$19.2M +$18.7M +31,200 New
Lido Advisors
388
Lido Advisors
California
$19M +$810K +1,349 +5%
BMSSC
389
B. Metzler seel. Sohn & Co
Germany
$18.9M -$17.4M -28,987 -48%
OAM
390
OP Asset Management
$18.9M +$18.4M +30,707 New
AHB
391
Abner Herrman & Brock
New Jersey
$18.7M +$349K +582 +2%
SCTC
392
Sanibel Captiva Trust Company
Florida
$18.5M -$920K -1,532 -5%
TAF
393
Tredje AP-fonden
Sweden
$18.4M -$10.6M -17,600 -37%
LOM
394
LTS One Management
New York
$18.4M -$901K -1,500 -5%
CAM
395
Cresset Asset Management
Illinois
$18.3M -$370K -616 -2%
SW
396
SteelPeak Wealth
California
$18.2M +$3.78M +6,288 +27%
EI
397
Ethic Inc
New York
$17.9M +$1.33M +2,223 +8%
PMAM
398
Picton Mahoney Asset Management
Ontario, Canada
$17.8M +$17.4M +29,030 New
RBCM
399
Raub Brock Capital Management
California
$17.7M -$897K -1,494 -5%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$17.7M -$77.4M -128,956 -80%

INTU Hedge Fund Activity: Q1 2025 in Review

2,029 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2025, worth a combined $145B — down 2.4% from $148B a quarter earlier.

Sellers outnumbered buyers: 167 funds closed out of INTU and 166 opened new positions — a net loss of 1 holder — while 817 trimmed existing stakes and 767 added.

The largest buyer was JP Morgan Chase, adding an estimated $681M. The largest seller was Fidelity Investments, cutting an estimated $816M.

  • 2,029 institutional investors held Intuit (INTU) as of Q1 2025, down from 2,063 in Q4 2024.
  • Funds reported $145B of Intuit stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 166 funds opened new Intuit positions in Q1 2025 and 167 closed out, a net change of -1 holder.
  • The largest Intuit buyer in Q1 2025 was JP Morgan Chase, an estimated $681M added.
  • The largest Intuit seller in Q1 2025 was Fidelity Investments, an estimated $816M sold.

Based on aggregated 13F filings for Q1 2025.