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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
LA
701
Legacy Advisors
Pennsylvania
$4.16M +$64.3K +107 +2%
ACM
702
Aubrey Capital Management
United Kingdom
$4.11M
PCM
703
Parsons Capital Management
Rhode Island
$4.11M -$24K -40 -0.6%
EW
704
Evoke Wealth
California
$4.1M -$47.4K -79 -1%
CIA
705
Cohen Investment Advisors
New Hampshire
$4.08M +$464K +773 +13%
HCM
706
Howard Capital Management
Georgia
$4.06M -$598K -996 -13%
BFPW
707
BOK Financial Private Wealth
Colorado
$4.06M -$210K -350 -5%
Hudson Bay Capital Management
708
Hudson Bay Capital Management
Connecticut
$4.03M +$3.94M +6,569 New
BCFD
709
Boit C.F. David
$4.02M +$1.05M +1,750 +36%
CCG
710
Cypress Capital Group
Florida
$4.02M -$192K -319 -5%
ECM
711
Everence Capital Management
Indiana
$4.01M -$462K -770 -11%
MWA
712
Monograph Wealth Advisors
California
$4M -$18K -30 -0.5%
WC
713
Weil Company
California
$4M +$369K +615 +10%
PIMJS
714
PKO Investment Management Joint-Stock
Poland
$3.99M +$1.8M +3,000 +86%
LFM
715
LGT Fund Management
Liechtenstein
$3.99M +$97.3K +162 +3%
TRCT
716
Tower Research Capital (TRC)
New York
$3.99M -$11.6M -19,338 -75%
KPWS
717
Kestra Private Wealth Services
Texas
$3.97M -$570K -950 -13%
QCG
718
Quadrant Capital Group
Ohio
$3.96M +$2.25M +3,755 +139%
Jennison Associates
719
Jennison Associates
New York
$3.96M +$2.43M +4,044 +169%
LSA
720
L & S Advisors
California
$3.95M -$1.62M -2,700 -30%
FCM
721
Fourpath Capital Management
Oklahoma
$3.91M -$70.3K -117 -2%
AA
722
ALPS Advisors
Colorado
$3.9M -$61.3K -102 -2%
USAA
723
United Services Automobile Association
Texas
$3.89M +$3.9M +6,498 New
MCCP
724
Mission Creek Capital Partners
California
$3.87M -$74.5K -124 -2%
BWP
725
Burling Wealth Partners
Illinois
$3.83M +$929K +1,547 +33%

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.