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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 %
FIM
926
Freedom Investment Management
Connecticut
$1.74M -$102K -166 -6%
APG
927
Abacus Planning Group
South Carolina
$1.74M -$1.84K -3 -0.1%
ZI
928
ZEGA Investments
Florida
$1.73M +$790K +1,286 +84%
GPWM
929
Grant Private Wealth Management
California
$1.72M -$78.4K -128 -4%
DWT
930
Dorsey & Whitney Trust
South Dakota
$1.72M -$24.6K -40 -1%
AIM
931
Allen Investment Management
New York
$1.71M – – –
FPAS
932
Focus Partners Advisor Solutions
Missouri
$1.71M +$169K +276 +11%
CA
933
Cullinan Associates
Kentucky
$1.7M – – –
CI
934
Cigna Investments
Connecticut
$1.7M -$33.2K -54 -2%
SP
935
Stablepoint Partners
Massachusetts
$1.69M +$138K +224 +9%
NCM
936
Novare Capital Management
North Carolina
$1.69M -$224K -365 -12%
FNFDCM
937
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.68M -$307K -500 -15%
MG
938
Markel Group
Virginia
$1.67M – – –
TE
939
Tema ETFs
New York
$1.67M +$992K +1,615 +146%
SC
940
Syon Capital
California
$1.67M +$580K +944 +53%
OIS
941
Okabena Investment Services
Minnesota
$1.66M +$514K +837 +45%
FWA
942
FSM Wealth Advisors
Ohio
$1.65M +$40.5K +66 +3%
CAMV
943
Concord Asset Management (Virginia)
Virginia
$1.65M +$527K +884 +47%
GT
944
Glenview Trust
Kentucky
$1.63M +$128K +209 +9%
MAWA
945
Moss Adams Wealth Advisors
Washington
$1.62M +$114K +186 +8%
CDIEC
946
Crédit Industriel et Commercial
France
$1.61M +$1.39M +2,257 +610%
BIG
947
Brooklyn Investment Group
New York
$1.6M +$261K +425 +19%
GIM
948
Generali Investments Management
Slovenia
$1.6M -$594K -967 -27%
PWAM
949
Papamarkou Wellner Asset Management
New York
$1.6M -$338K -550 -17%
FCBT
950
First Citizens Bank & Trust
North Carolina
$1.59M -$255K -415 -14%
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