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
MCWS
476
McKinley Carter Wealth Services
West Virginia
$11.1M +$601 +1 +0%
MYLI
477
Meiji Yasuda Life Insurance
Japan
$11M -$1.4M -2,331 -12%
MGP
478
Metis Global Partners
California
$11M +$1.38M +2,297 +15%
PFPT
479
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.9M +$374K +623 +4%
TC
480
TownSquare Capital
Utah
$10.9M +$697K +1,160 +7%
PP
481
Patten & Patten
Tennessee
$10.9M -$274K -456 -3%
BWP
482
Barlow Wealth Partners
Kentucky
$10.9M +$83.5K +139 +0.8%
DILIC
483
Dai-ichi Life Insurance Company
Japan
$10.9M +$721K +1,200 +7%
FCI
484
Financial Counselors Inc
Kansas
$10.9M -$104K -174 -1%
Flossbach Von Storch
485
Flossbach Von Storch
Germany
$10.7M -$12.1M -20,107 -53%
SAM
486
Sycomore Asset Management
France
$10.7M
Allspring Global Investments
487
Allspring Global Investments
North Carolina
$10.7M +$112K +187 +1%
PGFC
488
Peapack-Gladstone Financial Corp
New Jersey
$10.7M -$300K -500 -3%
CAM
489
Congress Asset Management
Massachusetts
$10.6M -$121M -200,704 -92%
ACIM
490
Azimuth Capital Investment Management
Michigan
$10.5M -$213K -354 -2%
CRC
491
Curi RMB Capital
Illinois
$10.5M -$7.82M -13,026 -43%
HIMCH
492
Hartford Investment Management Co (HIMCO)
Connecticut
$10.5M -$148K -246 -1%
AIMCA
493
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.4M -$90.1K -150 -0.9%
A
494
Allianz
Germany
$10.4M -$271K -451 -3%
SBH
495
Segall Bryant & Hamill
Illinois
$10.4M +$10.1M +16,874 New
GIA
496
GHP Investment Advisors
Colorado
$10.3M -$13.8K -23 -0.1%
M
497
MOTCO
Texas
$10M +$313K +522 +3%
GIBU
498
Gulf International Bank (UK)
United Kingdom
$9.87M -$3.39M -5,645 -26%
SA
499
Sanctuary Advisors
Indiana
$9.86M -$648K -1,079 -6%
SSWM
500
Sheets Smith Wealth Management
North Carolina
$9.79M -$4.2K -7 -0%

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.