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Intuit
INTU

Overview Fund Activity

1,999 hedge funds and large institutions have $141B invested in Intuit in 2025 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 758 increasing their positions, 800 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,999
Holders Change
-34
Holders Change %
-1.67%
% of All Funds
27.16%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
0.92%
New
171
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 %
FWCM
526
Ferguson Wellman Capital Management
Oregon
$8.49M -$360K -587 -4%
TCBWMS
527
Texas Capital Bank Wealth Management Services
Texas
$8.43M +$46K +75 +0.5%
EPIM
528
Evelyn Partners Investment Management
$8.38M +$8.38M +48,877 New
AMM
529
American Money Management
California
$8.3M -$2.46K -4 -0%
CAMG
530
CWA Asset Management Group
Florida
$8.28M -$605K -985 -7%
LOAME
531
Lombard Odier Asset Management (Europe)
United Kingdom
$8.25M +$201K +327 +2%
TIAA Trust, National Association
532
TIAA Trust, National Association
North Carolina
$8.14M -$2.2M -3,586 -21%
DWA
533
Douglass Winthrop Advisors
New York
$8.04M -$669K -1,089 -8%
NMERB
534
New Mexico Educational Retirement Board
New Mexico
$8.03M -$123K -200 -2%
AFA
535
Abacus FCF Advisors
Florida
$8.03M +$216K +352 +3%
EFM
536
E Fund Management
China
$7.99M +$941K +1,532 +13%
MFAM
537
Motley Fool Asset Management
Virginia
$7.98M -$177K -289 -2%
SWM
538
Sendero Wealth Management
Texas
$7.97M +$3.23M +5,253 +68%
MSRPS
539
Maryland State Retirement & Pension System
Maryland
$7.84M -$1.24M -2,017 -14%
ALMGDA
540
AG2R La Mondiale Gestion d'Actifs
France
$7.8M +$7.8M +10,352 New
MWM
541
Marietta Wealth Management
Georgia
$7.71M +$370K +602 +5%
LOAMS
542
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.7M +$7.7M +12,547 New
BRCM
543
Bright Rock Capital Management
Massachusetts
$7.67M – – –
CA
544
Cornerstone Advisors
North Carolina
$7.67M – – –
WA
545
Waverly Advisors
Alabama
$7.67M +$2.15M +3,507 +39%
ECML
546
Eagle Capital Management (Louisiana)
Louisiana
$7.66M -$11.7K -19 -0.2%
HWM
547
HB Wealth Management
Georgia
$7.64M +$3.62M +5,900 +90%
EAM
548
Eventide Asset Management
Massachusetts
$7.59M +$1.78M +2,912 +31%
BCM
549
BTC Capital Management
Iowa
$7.57M -$440K -716 -5%
HNB
550
Huntington National Bank
Ohio
$7.57M -$3.33M -5,418 -31%
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