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
DADC
601
D.A. Davidson & Co
Montana
$6.3M +$282K +470 +5%
SAM
602
Stansberry Asset Management
Texas
$6.29M +$647K +1,077 +12%
CPIG
603
Chicago Partners Investment Group
Illinois
$6.28M +$109K +181 +2%
KIA
604
Knollwood Investment Advisory
Maryland
$6.26M
ZBNA
605
Zions Bancorporation, National Association
Utah
$6.25M +$6.11M +10,178 New
PCIA
606
Prime Capital Investment Advisors
Kansas
$6.24M +$171K +285 +3%
TI
607
Tidal Investments
Wisconsin
$6.16M -$4.05M -6,749 -40%
Bessemer Group
608
Bessemer Group
New Jersey
$6.16M -$5.27M -8,774 -47%
3CP
609
3G Capital Partners
New York
$6.14M +$6.01M +10,000 New
IHG
610
Insight Holdings Group
New York
$6.08M +$540K +900 +10%
AAMU
611
APG Asset Management US
New York
$6.03M
BIP
612
Bouvel Investment Partners
Pennsylvania
$6.01M -$37.8K -63 -0.6%
BDL
613
Bey-Douglas LLC
Georgia
$5.97M -$35.4K -59 -0.6%
FNT
614
First Nebraska Trust
Nebraska
$5.97M -$24K -40 -0.4%
CW
615
CreativeOne Wealth
Kansas
$5.95M -$285K -474 -5%
UPS
616
UHLMANN PRICE SECURITIES
Illinois
$5.94M +$172K +286 +3%
AAM
617
Aureus Asset Management
Massachusetts
$5.93M +$5.79M +9,650 New
EF
618
Empirical Finance
Pennsylvania
$5.91M +$79.3K +132 +1%
SBFM
619
S-Bank Fund Management
Finland
$5.89M +$5.76M +9,595 New
DAS
620
Dynamic Advisor Solutions
Arizona
$5.89M +$225K +375 +4%
TTWM
621
TCV Trust & Wealth Management
Virginia
$5.89M -$337K -561 -6%
IAA
622
Independent Advisor Alliance
North Carolina
$5.88M -$375K -625 -6%
WT
623
Whittier Trust
California
$5.85M -$16.6M -27,669 -74%
EGM
624
Engineers Gate Manager
New York
$5.85M +$5.72M +9,529 New
GLF
625
Groupe la Francaise
France
$5.83M -$2.53M -4,213 -31%

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.