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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 %
TBWA
951
Three Bridge Wealth Advisors
California
$1.59M -$6.14K -10 -0.4%
CAG
952
Crestwood Advisors Group
Massachusetts
$1.58M +$330K +537 +26%
MWM
953
Modera Wealth Management
New Jersey
$1.58M -$121K -197 -7%
CB
954
Cadence Bank
Mississippi
$1.57M – – –
SVCP
955
Silicon Valley Capital Partners
California
$1.56M +$2.4K +4 +0.2%
FLI
956
Family Legacy Inc
South Carolina
$1.55M +$44.2K +72 +3%
AO
957
Advisor OS
Illinois
$1.55M +$13.5K +22 +0.9%
EP
958
Edgestream Partners
New Jersey
$1.54M +$126K +205 +9%
EFG
959
Everhart Financial Group
Ohio
$1.53M +$78K +127 +5%
DSC
960
Duncker Streett & Co
Missouri
$1.53M -$3.6M -5,860 -70%
SG
961
StoneX Group
New York
$1.53M +$170K +277 +13%
RGC
962
Roberts, Glore & Co
Illinois
$1.53M -$78.6K -128 -5%
EWM
963
Elmwood Wealth Management
California
$1.52M -$87.8K -143 -5%
RFA
964
ROI Financial Advisors
Oregon
$1.52M -$164K -267 -10%
FB
965
Fulton Bank
Pennsylvania
$1.5M +$131K +213 +10%
AIM
966
Anchor Investment Management
South Carolina
$1.5M +$33.2K +54 +2%
CNBTD
967
Citizens National Bank Trust Department
Mississippi
$1.5M +$17.8K +29 +1%
VFA
968
Valeo Financial Advisors
Indiana
$1.5M +$44.8K +73 +3%
FCH
969
Freestone Capital Holdings
Washington
$1.5M -$150K -244 -9%
CIA
970
Choate Investment Advisors
Massachusetts
$1.49M -$92.1K -150 -6%
CIG
971
Cascade Investment Group
Colorado
$1.48M +$11.1K +18 +0.8%
IIC
972
Ironwood Investment Counsel
Arizona
$1.48M +$7.98K +13 +0.5%
RA
973
RiverPark Advisors
New York
$1.48M -$157K -255 -10%
CLOS
974
Compagnie Lombard Odier SCmA
Switzerland
$1.47M -$5.65M -9,197 -79%
ACM
975
Aster Capital Management
United Arab Emirates
$1.47M +$1.47M +2,394 New
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