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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
QI
926
Qtron Investments
Massachusetts
$1.88M -$318K -529 -15%
AF
927
Allworth Financial
California
$1.85M +$52.2K +87 +3%
OIA
928
OneDigital Investment Advisors
Kansas
$1.84M -$1.73M -2,879 -49%
ATC
929
Argent Trust Co
Tennessee
$1.82M -$52.8K -88 -3%
CWP
930
Concord Wealth Partners
Virginia
$1.81M +$664K +1,105 +60%
RWB
931
RMR Wealth Builders
New Jersey
$1.81M +$258K +430 +17%
SIA
932
Schechter Investment Advisors
Michigan
$1.79M -$365K -608 -17%
AFCM
933
Applied Finance Capital Management
Puerto Rico
$1.79M +$79.9K +133 +5%
GCM
934
Glynn Capital Management
California
$1.78M
GM
935
GeoWealth Management
Illinois
$1.76M -$310K -517 -15%
EHWM
936
Eads & Heald Wealth Management
Georgia
$1.76M +$67.3K +112 +4%
PA
937
Pinnacle Associates
New York
$1.76M +$12.6K +21 +0.7%
FIM
938
Freedom Investment Management
Connecticut
$1.74M -$99.7K -166 -6%
APG
939
Abacus Planning Group
South Carolina
$1.74M -$1.8K -3 -0.1%
ZI
940
ZEGA Investments
Florida
$1.73M +$772K +1,286 +84%
GPWM
941
Grant Private Wealth Management
California
$1.72M -$76.9K -128 -4%
DWT
942
Dorsey & Whitney Trust
South Dakota
$1.72M -$24K -40 -1%
AIM
943
Allen Investment Management
New York
$1.71M
FPAS
944
Focus Partners Advisor Solutions
Missouri
$1.71M +$166K +276 +11%
CA
945
Cullinan Associates
Kentucky
$1.7M
CI
946
Cigna Investments
Connecticut
$1.7M -$32.4K -54 -2%
SP
947
Stablepoint Partners
Massachusetts
$1.69M +$135K +224 +9%
NCM
948
Novare Capital Management
North Carolina
$1.69M -$219K -365 -12%
FNFDCM
949
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.68M -$300K -500 -15%
MG
950
Markel Group
Virginia
$1.67M

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.