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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
GI
801
GAMMA Investing
California
$2.83M +$333K +554 +14%
RW
802
RVW Wealth
California
$2.82M -$576K -959 -17%
ISWM
803
Independent Solutions Wealth Management
New York
$2.82M +$42K +70 +2%
BFO
804
Biltmore Family Office
North Carolina
$2.82M -$13.2K -22 -0.5%
KHCM
805
Kirtland Hills Capital Management
Ohio
$2.81M -$4.8K -8 -0.2%
SMH
806
Sanders Morris Harris
Texas
$2.81M
RWM
807
Ritholtz Wealth Management
New York
$2.76M +$310K +517 +13%
HA
808
Harfst & Associates
Wyoming
$2.76M +$7.81K +13 +0.3%
CCA
809
Checchi Capital Advisers
California
$2.75M +$76.3K +127 +3%
TBC
810
Ted Buchan & Co
California
$2.74M
BC
811
Bridgefront Capital
Texas
$2.72M +$2.66M +4,437 New
BP
812
Ballentine Partners
Massachusetts
$2.72M +$453K +754 +20%
WF
813
Welch & Forbes
Massachusetts
$2.71M
PWS
814
Peloton Wealth Strategists
Indiana
$2.71M +$9.01K +15 +0.3%
CCG
815
Chatham Capital Group
Georgia
$2.7M +$2.43M +4,052 +1,164%
VAS
816
Vestmark Advisory Solutions
Massachusetts
$2.69M -$1.82M -3,029 -41%
HA
817
Herold Advisors
New York
$2.66M -$188K -313 -7%
IF
818
Ironwood Financial
Arizona
$2.66M
Group One Trading
819
Group One Trading
Illinois
$2.66M +$1.37M +2,284 +111%
PIA
820
Petredis Investment Advisors
Pennsylvania
$2.65M +$25.8K +43 +1%
O
821
Ossiam
France
$2.65M -$288K -480 -10%
MCM
822
Moore Capital Management
New York
$2.64M +$2.58M +4,303 New
CCM
823
Cohen Capital Management
California
$2.63M -$30K -50 -1%
APWM
824
Argonautica Private Wealth Management
Massachusetts
$2.63M +$9.01K +15 +0.4%
VWM
825
VCI Wealth Management
Missouri
$2.61M +$2.56M +4,258 New

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.