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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
GWCM
676
Godshalk Welsh Capital Management
Pennsylvania
$4.75M -$46.2K -77 -1%
RWM
677
Rench Wealth Management
Texas
$4.72M -$10.8K -18 -0.2%
LTAS
678
Linden Thomas Advisory Services
North Carolina
$4.69M +$165K +274 +4%
SHGA
679
Sand Hill Global Advisors
California
$4.68M -$28.2K -47 -0.6%
FT
680
Fiduciary Trust
Massachusetts
$4.65M +$19.2K +32 +0.4%
BS
681
Banco Santander
Spain
$4.61M +$2.02M +3,372 +81%
CCM
682
Coldstream Capital Management
Washington
$4.61M -$322K -537 -7%
IIM
683
INTECH Investment Management
Florida
$4.58M +$1.67M +2,773 +59%
AWM
684
Axxcess Wealth Management
California
$4.58M -$759K -1,264 -14%
PS
685
Principal Securities
Iowa
$4.58M +$30K +50 +0.7%
EPW
686
Evergreen Private Wealth
Colorado
$4.58M +$136K +227 +3%
PCIG
687
Partners Capital Investment Group
Massachusetts
$4.53M +$4.43M +7,379 New
SPG
688
Strategic Planning Group
Utah
$4.52M +$525K +875 +13%
MFS
689
Mirabella Financial Services
United Kingdom
$4.5M +$2.2M +3,667 +100%
LAI
690
Legal Advantage Investments
California
$4.49M -$90.1K -150 -2%
DT
691
Diversified Trust
Tennessee
$4.47M +$219K +364 +5%
FMLI
692
Fukoku Mutual Life Insurance
Japan
$4.44M
SC
693
Scholtz & Company
Connecticut
$4.38M +$190K +317 +5%
SIG
694
Stonegate Investment Group
Alabama
$4.37M -$33.6K -56 -0.8%
HWM
695
Hohimer Wealth Management
Washington
$4.36M +$4.26M +7,096 New
SCA
696
Stokes Capital Advisors
South Carolina
$4.31M +$165K +274 +4%
DWM
697
Diversify Wealth Management
Utah
$4.28M +$563K +937 +16%
CUAMC
698
China Universal Asset Management Company
China
$4.24M +$578K +962 +16%
WG
699
Watchman Group
Texas
$4.2M -$581K -968 -12%
DF
700
DNCA Finance
France
$4.18M -$2.58M -4,300 -39%

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.