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Intuit
INTU

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$696M
2
Marshall Wace
Marshall Wace
United Kingdom
+$557M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$399M
4
DIG
Dragoneer Investment Group
California
+$397M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$344M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$834M
2
Principal Financial Group
Principal Financial Group
Iowa
-$588M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$526M
4
Franklin Resources
Franklin Resources
California
-$418M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
501
JGP Wealth Management
Oregon
$9.6M -$4.66M -7,584 -33%
PF
502
Phoenix Financial
Israel
$9.56M +$6.58M +10,700 +221%
QC
503
Quadrature Capital
United Kingdom
$9.56M +$9.56M +15,570 New
HAM
504
Honeycomb Asset Management
New York
$9.52M +$1.84M +3,000 +24%
BWS
505
Buck Wealth Strategies
Colorado
$9.43M +$810K +1,320 +9%
XI
506
XXEC Inc
Oklahoma
$9.42M -$400K -651 -4%
FLII
507
First Long Island Investors
New York
$9.4M – – –
P
508
&Partners
Tennessee
$9.35M -$816K -1,367 -8%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$9.24M -$4.51M -7,338 -33%
1832 Asset Management
510
1832 Asset Management
Ontario, Canada
$9.23M -$14.6M -23,777 -61%
OC
511
Oppenheimer & Co
New York
$9.14M +$2.45M +3,986 +37%
Cambridge Investment Research Advisors
512
Cambridge Investment Research Advisors
Iowa
$9.14M +$8.6K +14 +0.1%
SAM
513
Securian Asset Management
Minnesota
$9.13M -$135K -220 -1%
RBI
514
Raiffeisen Bank International
Austria
$9.11M +$1.57M +2,615 +21%
IG
515
Ithaka Group
Virginia
$9.01M -$452K -736 -5%
MCM
516
MAI Capital Management
Ohio
$8.97M -$258K -420 -3%
JC
517
Jacobs & Co
California
$8.86M +$666K +1,084 +8%
TAM
518
Tocqueville Asset Management
New York
$8.76M -$481K -783 -5%
MA
519
Montag & Associates
Georgia
$8.72M +$472K +768 +6%
Thrivent Financial for Lutherans
520
Thrivent Financial for Lutherans
Minnesota
$8.71M -$197K -318 -2%
ERWM
521
Elk River Wealth Management
Colorado
$8.66M -$44.2K -72 -0.5%
MGWM
522
Marks Group Wealth Management
Minnesota
$8.62M +$8.62M +14,039 New
GIA
523
Gateway Investment Advisers
Ohio
$8.61M +$6.41M +10,439 +291%
BF
524
BOK Financial
Oklahoma
$8.57M -$1.89M -3,074 -18%
CFG
525
Citizens Financial Group
Rhode Island
$8.57M -$99.5K -162 -1%
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