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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 %
NMIMC
626
Northwestern Mutual Investment Management Company
Wisconsin
$5.47M +$2.46K +4 +0%
PIM
627
Penobscot Investment Management
Massachusetts
$5.45M -$190K -309 -3%
SWP
628
Stratos Wealth Partners
Ohio
$5.45M -$130K -211 -2%
CI
629
Conning Inc
Connecticut
$5.42M -$445K -724 -8%
WA
630
Wambolt & Associates
Colorado
$5.39M +$71.8K +117 +1%
CL
631
Choreo LLC
Illinois
$5.36M -$1.21M -1,973 -18%
PIM
632
Plato Investment Management
Australia
$5.36M -$1.22M -1,968 -19%
SAM
633
Silvercrest Asset Management
New York
$5.33M +$373K +608 +8%
FFA
634
First Foundation Advisors
California
$5.33M +$185K +302 +4%
SLG
635
Stanley-Laman Group
Pennsylvania
$5.32M +$4.44M +7,229 +502%
MWM
636
Mission Wealth Management
California
$5.32M -$2.12M -3,454 -29%
GT
637
Greenleaf Trust
Michigan
$5.3M -$359K -585 -6%
SLI
638
Sumitomo Life Insurance
Japan
$5.3M -$54.6K -89 -1%
TMAM
639
Tokio Marine Asset Management
Japan
$5.22M +$282K +460 +6%
CCMG
640
Clark Capital Management Group
Pennsylvania
$5.21M +$838K +1,364 +19%
CG
641
Caprock Group
Idaho
$5.19M -$112K -182 -2%
LIM
642
Letson Investment Management
Georgia
$5.17M – – –
AIM
643
Arcadia Investment Management
Michigan
$5.16M -$4.78M -7,793 -48%
VSQM
644
V-Square Quantitative Management
Illinois
$5.14M +$435K +708 +9%
HCA
645
Harbour Capital Advisors
Virginia
$5.14M -$55.7K -93 -1%
AG
646
AIA Group
Hong Kong
$5.1M +$4.28M +6,965 +518%
BIA
647
Beacon Investment Advisors
Maryland
$5.07M +$11.7K +19 +0.2%
KOCAA
648
Knights of Columbus Asset Advisors
Connecticut
$5.05M -$627K -1,021 -11%
FWTB
649
First Western Trust Bank
Colorado
$5M -$400K -652 -7%
EF
650
Empowered Funds
Pennsylvania
$4.99M +$683K +1,113 +16%
24 25
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