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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
ANBT
501
American National Bank & Trust
Texas
$9.76M +$619K +1,030 +7%
SFA
502
Sequoia Financial Advisors
Ohio
$9.73M +$426K +710 +5%
HL
503
HeadInvest LLC
Maine
$9.73M +$206K +343 +2%
SPIA
504
Steward Partners Investment Advisory
New York
$9.73M +$219K +365 +2%
GS
505
GWN Securities
Florida
$9.72M +$8.71M +14,508 +3,382%
ORI
506
Oak Ridge Investments
Illinois
$9.61M +$548K +912 +6%
JWM
507
JGP Wealth Management
Oregon
$9.6M -$4.55M -7,584 -33%
PF
508
Phoenix Financial
Israel
$9.56M +$6.43M +10,700 +221%
QC
509
Quadrature Capital
United Kingdom
$9.56M +$9.35M +15,570 New
HAM
510
Honeycomb Asset Management
New York
$9.52M +$1.8M +3,000 +24%
BWS
511
Buck Wealth Strategies
Colorado
$9.43M +$793K +1,320 +9%
XI
512
XXEC Inc
Oklahoma
$9.42M -$391K -651 -4%
FLII
513
First Long Island Investors
New York
$9.4M
P
514
&Partners
Tennessee
$9.35M -$821K -1,367 -8%
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$9.24M -$4.41M -7,338 -33%
1832 Asset Management
516
1832 Asset Management
Ontario, Canada
$9.23M -$14.3M -23,777 -61%
OC
517
Oppenheimer & Co
New York
$9.14M +$2.39M +3,986 +37%
Cambridge Investment Research Advisors
518
Cambridge Investment Research Advisors
Iowa
$9.14M +$8.41K +14 +0.1%
SAM
519
Securian Asset Management
Minnesota
$9.13M -$132K -220 -1%
RBI
520
Raiffeisen Bank International
Austria
$9.11M +$1.57M +2,615 +21%
IG
521
Ithaka Group
Virginia
$9.01M -$442K -736 -5%
MCM
522
MAI Capital Management
Ohio
$8.97M -$252K -420 -3%
JC
523
Jacobs & Co
California
$8.86M +$651K +1,084 +8%
EPAM
524
Evelyn Partners Asset Management
$8.83M -$830K -1,382 -9%
TAM
525
Tocqueville Asset Management
New York
$8.76M -$470K -783 -5%

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.