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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
TAM
401
Trillium Asset Management
Massachusetts
$17.6M +$6.9M +11,491 +67%
SI
402
Sora Investors
Pennsylvania
$17.5M +$17.2M +28,573 New
MML Investors Services
403
MML Investors Services
Massachusetts
$17.4M -$2.31M -3,847 -12%
NFT
404
Nan Fung Trinity
Hong Kong
$16.6M +$16.3M +27,070 New
TCOV
405
Trust Company of Vermont
Vermont
$16.6M +$38.4K +64 +0.2%
NA
406
NewEdge Advisors
Louisiana
$16.5M -$1.83M -3,054 -10%
FC
407
Forte Capital
New York
$16.5M -$255K -425 -2%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$16.1M -$2.02M -3,358 -11%
CS
409
Candriam SCA
Luxembourg
$16M -$9.12M -15,182 -37%
AAS
410
Avantax Advisory Services
Texas
$15.9M +$917K +1,527 +6%
ZCI
411
Zevenbergen Capital Investments
Washington
$15.8M -$246K -410 -2%
PA
412
Parallel Advisors
California
$15.8M -$74.5K -124 -0.5%
PCM
413
Prana Capital Management
Connecticut
$15.7M +$706K +1,175 +5%
CB
414
Commerce Bank
Missouri
$15.6M +$501K +835 +3%
FMI
415
F/M Investments
District of Columbia
$15.6M -$41.4K -69 -0.3%
WBC
416
Westpac Banking Corp
Australia
$15.6M -$1.15M -1,919 -7%
MC
417
Montag & Caldwell
Georgia
$15.5M -$723K -1,204 -5%
AC
418
Addenda Capital
Quebec, Canada
$15.5M +$1.2M +2,001 +9%
WSFS
419
Wilmington Savings Fund Society
Delaware
$15.4M -$268K -446 -2%
SCM
420
Sone Capital Management
New York
$15.4M +$1.95M +3,240 +15%
ROC
421
Running Oak Capital
Minnesota
$15.3M +$15M +24,926 New
Nomura Holdings
422
Nomura Holdings
Japan
$15.2M -$5.67M -9,434 -28%
BAMCO Inc
423
BAMCO Inc
New York
$15.1M +$2.26M +3,761 +18%
MC
424
Middleton & Co
Massachusetts
$14.9M -$452K -753 -3%
CCM
425
Copeland Capital Management
Pennsylvania
$14.8M -$312K -520 -2%

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.