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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
MA
526
Montag & Associates
Georgia
$8.72M +$461K +768 +6%
Thrivent Financial for Lutherans
527
Thrivent Financial for Lutherans
Minnesota
$8.71M -$191K -318 -2%
ERWM
528
Elk River Wealth Management
Colorado
$8.66M -$43.2K -72 -0.5%
MGWM
529
Marks Group Wealth Management
Minnesota
$8.62M +$8.43M +14,039 New
GIA
530
Gateway Investment Advisers
Ohio
$8.61M +$6.27M +10,439 +291%
BF
531
BOK Financial
Oklahoma
$8.57M -$1.85M -3,074 -18%
CFG
532
Citizens Financial Group
Rhode Island
$8.57M -$97.3K -162 -1%
FWCM
533
Ferguson Wellman Capital Management
Oregon
$8.49M -$352K -587 -4%
TCBWMS
534
Texas Capital Bank Wealth Management Services
Texas
$8.43M +$45K +75 +0.5%
AMM
535
American Money Management
California
$8.3M -$2.4K -4 -0%
CAMG
536
CWA Asset Management Group
Florida
$8.28M -$591K -985 -7%
LOAME
537
Lombard Odier Asset Management (Europe)
United Kingdom
$8.25M +$196K +327 +2%
TIAA Trust, National Association
538
TIAA Trust, National Association
North Carolina
$8.14M -$2.15M -3,586 -21%
DPL
539
Danica Pension Livsforsikrings
$8.13M +$3.78M +6,290 +91%
DWA
540
Douglass Winthrop Advisors
New York
$8.04M -$654K -1,089 -8%
NMERB
541
New Mexico Educational Retirement Board
New Mexico
$8.03M -$120K -200 -2%
AFA
542
Abacus FCF Advisors
Florida
$8.03M +$211K +352 +3%
EFM
543
E Fund Management
China
$7.99M +$920K +1,532 +13%
MFAM
544
Motley Fool Asset Management
Virginia
$7.98M -$174K -289 -2%
SWM
545
Sendero Wealth Management
Texas
$7.97M +$3.15M +5,253 +68%
MSRPS
546
Maryland State Retirement & Pension System
Maryland
$7.84M -$1.21M -2,017 -14%
ALMGDA
547
AG2R La Mondiale Gestion d'Actifs
France
$7.8M +$6.22M +10,352 New
MWM
548
Marietta Wealth Management
Georgia
$7.71M +$362K +602 +5%
LOAMS
549
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.7M +$7.53M +12,547 New
BRCM
550
Bright Rock Capital Management
Massachusetts
$7.67M

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.