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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 %
FTWA
876
Fifth Third Wealth Advisors
Ohio
$2.11M +$140K +228 +7%
JCM
877
Jacobi Capital Management
Pennsylvania
$2.1M +$7.37K +12 +0.4%
NP
878
NorthRock Partners
Minnesota
$2.09M +$71.8K +117 +4%
GWM
879
Geneos Wealth Management
Colorado
$2.09M +$973K +882 +87%
CSC
880
Caldwell Sutter Capital
California
$2.09M +$2.06M +3,360 +8,400%
SYBT
881
Stock Yards Bank & Trust
Kentucky
$2.08M -$23.3K -38 -1%
1C
882
111 Capital
France
$2.08M +$577K +939 +38%
FFM
883
Fullerton Fund Management
Singapore
$2.05M -$1.23K -2 -0.1%
ACS
884
Archford Capital Strategies
Illinois
$2.05M -$451K -735 -18%
EIP
885
Ellis Investment Partners
Pennsylvania
$2.05M – – –
VA
886
Valmark Advisers
Ohio
$2.05M +$1.23K +2 +0.1%
NW
887
Naviter Wealth
Arkansas
$2.04M -$7.19K -12 -0.4%
QPBE
888
Quintet Private Bank (Europe)
Luxembourg
$2.03M -$9.79M -15,949 -83%
UF
889
Univest Financial
Pennsylvania
$2.02M +$250K +407 +14%
CAM
890
Close Asset Management
United Kingdom
$2.02M +$147K +240 +8%
CYG
891
Clean Yield Group
Vermont
$2.02M -$112K -183 -5%
VCM
892
Voleon Capital Management
California
$2.01M -$1.29M -2,095 -39%
AFG
893
Atomi Financial Group
New York
$2M +$442K +719 +28%
TFP
894
Tilia Fiduciary Partners
North Carolina
$1.99M +$106K +172 +6%
JSSH
895
J. Safra Sarasin Holding
$1.99M +$393K +640 +25%
GAG
896
GM Advisory Group
New York
$1.98M +$614 +1 +0%
TAM
897
Trust Asset Management
Texas
$1.98M +$26.4K +43 +1%
SWP
898
Sagespring Wealth Partners
Tennessee
$1.97M +$539K +878 +38%
SWMG
899
Signature Wealth Management Group
Georgia
$1.96M +$82.3K +134 +4%
BBA
900
Baader Bank Aktiengesellschaft
Germany
$1.96M +$103K +169 +6%
34 35
36
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