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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
SM
826
STF Management
Texas
$2.6M -$1.2K -2 -0%
MCM
827
MV Capital Management
Maryland
$2.6M -$97.3K -162 -4%
PA
828
PFG Advisors
Arizona
$2.59M +$708K +1,179 +39%
DWM
829
Dynasty Wealth Management
Florida
$2.59M -$86.5K -144 -3%
SSI
830
Scott & Selber Inc
Texas
$2.59M
DWM
831
Dakota Wealth Management
Florida
$2.54M +$70.3K +117 +3%
AIM
832
Aigen Investment Management
New York
$2.54M -$339K -564 -12%
FDS
833
Freedom Day Solutions
Texas
$2.54M -$88.3K -147 -3%
ST
834
Sabal Trust
Florida
$2.54M +$493K +821 +25%
CCG
835
Cloverfields Capital Group
Minnesota
$2.53M -$88.9K -148 -3%
VWM
836
Venturi Wealth Management
Texas
$2.52M +$283K +472 +13%
AC
837
Avestar Capital
New York
$2.52M -$38.4K -64 -2%
CA
838
Clearstead Advisors
Ohio
$2.52M +$350K +583 +17%
CWM
839
Congress Wealth Management
Massachusetts
$2.51M -$15.7M -26,119 -86%
CPBTD
840
Central Pacific Bank - Trust Division
Hawaii
$2.5M -$27K -45 -1%
WTC
841
WhitTier Trust Company
Nevada
$2.48M -$6.91M -11,503 -74%
CA
842
Cache Advisors
California
$2.47M +$315K +524 +15%
KFBMI
843
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.46M
FRA
844
Frank Rimerman Advisors
California
$2.45M +$253K +421 +12%
GL
845
Graypoint LLC
New York
$2.45M -$33.6K -56 -1%
NO
846
Ninety One
South Africa
$2.45M -$45.6K -76 -2%
PGAM
847
Princeton Global Asset Management
New Jersey
$2.44M -$15.6K -26 -0.6%
DL
848
DOHJ LLC
Washington
$2.43M -$16.8K -28 -0.7%
OM
849
OV Management
Minnesota
$2.43M +$2.37M +3,955 New
WPC
850
Wedmont Private Capital
Pennsylvania
$2.43M +$150K +249 +6%

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.