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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 %
PCIG
676
Partners Capital Investment Group
Massachusetts
$4.53M +$4.53M +7,379 New
SPG
677
Strategic Planning Group
Utah
$4.52M +$537K +875 +13%
LAI
678
Legal Advantage Investments
California
$4.49M -$92.1K -150 -2%
DT
679
Diversified Trust
Tennessee
$4.47M +$223K +364 +5%
FMLI
680
Fukoku Mutual Life Insurance
Japan
$4.44M – – –
SC
681
Scholtz & Company
Connecticut
$4.38M +$195K +317 +5%
SIG
682
Stonegate Investment Group
Alabama
$4.37M -$34.4K -56 -0.8%
HWM
683
Hohimer Wealth Management
Washington
$4.36M +$4.36M +7,096 New
SCA
684
Stokes Capital Advisors
South Carolina
$4.31M +$168K +274 +4%
DWM
685
Diversify Wealth Management
Utah
$4.28M +$584K +937 +16%
CUAMC
686
China Universal Asset Management Company
China
$4.24M +$591K +962 +16%
WG
687
Watchman Group
Texas
$4.2M -$594K -968 -12%
DF
688
DNCA Finance
France
$4.18M -$2.64M -4,300 -39%
LA
689
Legacy Advisors
Pennsylvania
$4.16M +$65.7K +107 +2%
ACM
690
Aubrey Capital Management
United Kingdom
$4.11M – – –
PCM
691
Parsons Capital Management
Rhode Island
$4.11M -$24.6K -40 -0.6%
EW
692
Evoke Wealth
California
$4.1M -$48.5K -79 -1%
CIA
693
Cohen Investment Advisors
New Hampshire
$4.08M +$475K +773 +13%
HCM
694
Howard Capital Management
Georgia
$4.06M -$612K -996 -13%
BFPW
695
BOK Financial Private Wealth
Colorado
$4.06M -$215K -350 -5%
Hudson Bay Capital Management
696
Hudson Bay Capital Management
Connecticut
$4.03M +$4.03M +6,569 New
BCFD
697
Boit C.F. David
$4.02M +$1.07M +1,750 +36%
CCG
698
Cypress Capital Group
Florida
$4.02M -$196K -319 -5%
ECM
699
Everence Capital Management
Indiana
$4.02M -$473K -770 -11%
MWA
700
Monograph Wealth Advisors
California
$4M -$18.4K -30 -0.5%
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