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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 %
CWM
776
Compass Wealth Management
Connecticut
$2.99M -$101K -165 -3%
CAAS
777
Capital Asset Advisory Services
Michigan
$2.97M -$293K -472 -9%
GC
778
Guardian Capital
Ontario, Canada
$2.96M +$215K +350 +8%
KI
779
Keystone Investors
Singapore
$2.95M +$2.95M +4,812 New
HI
780
Harrington Investments
California
$2.94M +$5.53K +9 +0.2%
JWCA
781
J.W. Cole Advisors
Florida
$2.94M +$737K +1,201 +34%
FCM
782
Fairbanks Capital Management
California
$2.93M -$92.1K -150 -3%
IIM
783
Illumine Investment Management
Washington
$2.91M +$73.1K +119 +3%
MMA
784
Miracle Mile Advisors
California
$2.9M +$296K +482 +11%
BG
785
BDF Gestion
France
$2.88M -$3.07M -5,000 -52%
GP
786
Guardian Partners
Canada
$2.87M +$53.6K +90 +2%
BPA
787
Beacon Pointe Advisors
California
$2.85M -$115K -188 -4%
BBHC
788
Brown Brothers Harriman & Co
New York
$2.83M -$310K -505 -10%
GI
789
GAMMA Investing
California
$2.83M +$340K +554 +14%
RW
790
RVW Wealth
California
$2.82M -$589K -959 -17%
ISWM
791
Independent Solutions Wealth Management
New York
$2.82M +$43K +70 +2%
BFO
792
Biltmore Family Office
North Carolina
$2.82M -$13.5K -22 -0.5%
KHCM
793
Kirtland Hills Capital Management
Ohio
$2.81M -$4.68K -8 -0.2%
SMH
794
Sanders Morris Harris
Texas
$2.81M – – –
RWM
795
Ritholtz Wealth Management
New York
$2.76M +$317K +517 +13%
HA
796
Harfst & Associates
Wyoming
$2.76M +$7.98K +13 +0.3%
CCA
797
Checchi Capital Advisers
California
$2.75M +$78K +127 +3%
TBC
798
Ted Buchan & Co
California
$2.74M – – –
BC
799
Bridgefront Capital
Texas
$2.72M +$2.72M +4,437 New
BP
800
Ballentine Partners
Massachusetts
$2.72M +$463K +754 +20%
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