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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
TE
951
Tema ETFs
New York
$1.67M +$970K +1,615 +146%
SC
952
Syon Capital
California
$1.67M +$567K +944 +53%
OIS
953
Okabena Investment Services
Minnesota
$1.66M +$503K +837 +45%
FWA
954
FSM Wealth Advisors
Ohio
$1.65M +$39.6K +66 +3%
CAMV
955
Concord Asset Management (Virginia)
Virginia
$1.65M +$531K +884 +47%
GT
956
Glenview Trust
Kentucky
$1.63M +$126K +209 +9%
MAWA
957
Moss Adams Wealth Advisors
Washington
$1.62M +$112K +186 +8%
CIEC
958
Crédit Industriel et Commercial
France
$1.61M +$1.36M +2,257 +610%
BIG
959
Brooklyn Investment Group
New York
$1.6M +$255K +425 +19%
GIM
960
Generali Investments Management
Slovenia
$1.6M -$581K -967 -27%
PWAM
961
Papamarkou Wellner Asset Management
New York
$1.6M -$330K -550 -17%
FCBT
962
First Citizens Bank & Trust
North Carolina
$1.59M -$249K -415 -14%
TBWA
963
Three Bridge Wealth Advisors
California
$1.59M -$6K -10 -0.4%
CAG
964
Crestwood Advisors Group
Massachusetts
$1.58M +$322K +537 +26%
MWM
965
Modera Wealth Management
New Jersey
$1.58M -$118K -197 -7%
CB
966
Cadence Bank
Mississippi
$1.57M
SVCP
967
Silicon Valley Capital Partners
California
$1.56M +$2.4K +4 +0.2%
FLI
968
Family Legacy Inc
South Carolina
$1.55M +$43.2K +72 +3%
AO
969
Advisor OS
Illinois
$1.55M +$13.2K +22 +0.9%
EP
970
Edgestream Partners
New Jersey
$1.54M +$123K +205 +9%
EFG
971
Everhart Financial Group
Ohio
$1.53M +$76.3K +127 +5%
DSC
972
Duncker Streett & Co
Missouri
$1.53M -$3.52M -5,860 -70%
SG
973
StoneX Group
New York
$1.53M +$166K +277 +13%
RGC
974
Roberts, Glore & Co
Illinois
$1.53M -$76.9K -128 -5%
EWM
975
Elmwood Wealth Management
California
$1.52M -$85.9K -143 -5%

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.