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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
SI
751
Scharf Investments
California
$3.38M -$37.8K -63 -1%
PPA
752
Pacific Point Advisors
California
$3.38M +$116K +194 +4%
ET
753
Equitable Trust
Tennessee
$3.37M
FBT
754
First Bank & Trust
South Dakota
$3.37M +$3.6K +6 +0.1%
GIC
755
Generali Investments CEE
Czech Republic
$3.37M +$110K +184 +3%
CHC
756
City Holding Co
West Virginia
$3.34M -$75.7K -126 -2%
OIAM
757
OFI Invest Asset Management
France
$3.33M +$333K +554 +10%
VI
758
Vestcor Inc
New Brunswick, Canada
$3.32M +$145K +241 +5%
AWS
759
Atria Wealth Solutions
New York
$3.32M -$504K -839 -13%
NW
760
NewEdge Wealth
Pennsylvania
$3.31M -$3.06M -5,100 -49%
AAB
761
ABN AMRO Bank
Netherlands
$3.27M -$1.73M -2,884 -35%
MYAM
762
Meiji Yasuda Asset Management
Japan
$3.27M -$110K -183 -3%
AI
763
Advent International
Massachusetts
$3.27M +$1.01M +1,675 +46%
PWM
764
Perigon Wealth Management
California
$3.22M +$270K +449 +9%
CIA
765
Concurrent Investment Advisors
Florida
$3.22M +$129K +214 +4%
GAM
766
Groupama Asset Management
France
$3.2M -$733K -1,220 -19%
CTC
767
Central Trust Company
Missouri
$3.19M -$414K -690 -12%
CIC
768
Chilton Investment Company
Connecticut
$3.18M -$324K -539 -9%
OHIS
769
Oak Harvest Investment Services
Texas
$3.18M -$12.6K -21 -0.4%
LRIC
770
Long Road Investment Counsel
Michigan
$3.17M
UW
771
Unique Wealth
Florida
$3.17M +$687K +1,144 +28%
SAM
772
S.A. Mason
Michigan
$3.17M -$74.5K -124 -2%
TFS
773
Thoroughbred Financial Services
Tennessee
$3.16M -$198K -330 -6%
AWM
774
AE Wealth Management
Kansas
$3.15M -$510K -850 -14%
SWM
775
Spire Wealth Management
Virginia
$3.14M -$136K -227 -4%

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.