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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 %
AI
751
Advent International
Massachusetts
$3.27M +$1.03M +1,675 +46%
PWM
752
Perigon Wealth Management
California
$3.22M +$276K +449 +9%
CIA
753
Concurrent Investment Advisors
Florida
$3.22M +$131K +214 +4%
GAM
754
Groupama Asset Management
France
$3.2M -$731K -1,220 -19%
CTC
755
Central Trust Company
Missouri
$3.19M -$424K -690 -12%
CIC
756
Chilton Investment Company
Connecticut
$3.18M -$331K -539 -9%
OHIS
757
Oak Harvest Investment Services
Texas
$3.18M -$12.9K -21 -0.4%
LRIC
758
Long Road Investment Counsel
Michigan
$3.17M – – –
UW
759
Unique Wealth
Florida
$3.17M +$702K +1,144 +28%
SAM
760
S.A. Mason
Michigan
$3.17M -$76.1K -124 -2%
TFS
761
Thoroughbred Financial Services
Tennessee
$3.16M -$203K -330 -6%
AWM
762
AE Wealth Management
Kansas
$3.15M -$522K -850 -14%
SWM
763
Spire Wealth Management
Virginia
$3.14M -$139K -227 -4%
ATPW
764
Ashton Thomas Private Wealth
Arizona
$3.13M -$405K -659 -11%
ECM
765
Evergreen Capital Management
Washington
$3.09M +$442K +720 +17%
OCAM
766
Onex Canada Asset Management
Ontario, Canada
$3.09M -$10.4K -17 -0.3%
VF
767
Vest Financial
Virginia
$3.07M +$1.21M +1,975 +65%
VFM
768
Viking Fund Management
North Dakota
$3.07M – – –
DCM
769
Decatur Capital Management
Georgia
$3.07M +$9.82K +16 +0.3%
LIP
770
Lighthouse Investment Partners
Florida
$3.06M +$3.06M +4,991 New
MSA
771
MUFG Securities Americas
New York
$3.04M +$502K +817 +20%
SC
772
Scotia Capital
Ontario, Canada
$3.04M -$7.98K -13 -0.3%
BCM
773
Brasada Capital Management
Texas
$3.03M +$28.8K +53 +1%
DCM
774
Davidson Capital Management
Texas
$3.02M -$277K -451 -8%
UH
775
Unigestion Holding
Switzerland
$3M +$1.51M +2,459 +101%
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