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Intuit

1,998 hedge funds and large institutions have $141B invested in Intuit in 2025 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 758 increasing their positions, 800 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,998
Holders Change
-35
Holders Change %
-1.72%
% of All Funds
27.14%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
170
Increased
758
Reduced
800
Closed
167
Calls
$2.35B
Puts
$2.74B
Net Calls
-$397M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
376
Trajan Wealth
Arizona
$19.5M +$1.94M +3,158 +11%
SWM
377
Segment Wealth Management
Texas
$19.5M +$456K +743 +2%
AS
378
Aware Super
Australia
$19.4M
LWM
379
Lyell Wealth Management
California
$19.3M +$123K +201 +0.6%
IGAM
380
iA Global Asset Management
Quebec, Canada
$19.3M +$266K +433 +1%
SBWIC
381
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.2M +$200K +325 +1%
PE
382
Point72 Europe
United Kingdom
$19.2M +$19.2M +31,200 New
Lido Advisors
383
Lido Advisors
California
$19M +$828K +1,349 +5%
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$18.9M -$17.8M -28,987 -48%
AHB
385
Abner Herrman & Brock
New Jersey
$18.7M +$357K +582 +2%
SCTC
386
Sanibel Captiva Trust Company
Florida
$18.5M -$941K -1,532 -5%
TAF
387
Tredje AP-fonden
Sweden
$18.4M -$10.8M -17,600 -37%
LOM
388
LTS One Management
New York
$18.4M -$921K -1,500 -5%
CAM
389
Cresset Asset Management
Illinois
$18.3M -$378K -616 -2%
SW
390
SteelPeak Wealth
California
$18.2M +$3.86M +6,288 +27%
EI
391
Ethic Inc
New York
$17.9M +$1.36M +2,223 +8%
PMAM
392
Picton Mahoney Asset Management
Ontario, Canada
$17.8M +$17.8M +29,030 New
RBCM
393
Raub Brock Capital Management
California
$17.7M -$917K -1,494 -5%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$17.7M -$70.2M -128,956 -80%
TAM
395
Trillium Asset Management
Massachusetts
$17.6M +$7.06M +11,491 +67%
SI
396
Sora Investors
Pennsylvania
$17.5M +$17.5M +28,573 New
MML Investors Services
397
MML Investors Services
Massachusetts
$17.4M -$2.36M -3,847 -12%
NFT
398
Nan Fung Trinity
Hong Kong
$16.6M +$16.6M +27,070 New
TCOV
399
Trust Company of Vermont
Vermont
$16.6M +$39.3K +64 +0.2%
NA
400
NewEdge Advisors
Louisiana
$16.5M -$1.88M -3,054 -10%