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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
RFA
976
ROI Financial Advisors
Oregon
$1.52M -$160K -267 -10%
FB
977
Fulton Bank
Pennsylvania
$1.5M +$128K +213 +10%
AIM
978
Anchor Investment Management
South Carolina
$1.5M +$32.4K +54 +2%
CNBTD
979
Citizens National Bank Trust Department
Mississippi
$1.5M +$17.4K +29 +1%
VFA
980
Valeo Financial Advisors
Indiana
$1.5M +$43.8K +73 +3%
FCH
981
Freestone Capital Holdings
Washington
$1.5M -$147K -244 -9%
CIA
982
Choate Investment Advisors
Massachusetts
$1.49M -$90.1K -150 -6%
CIG
983
Cascade Investment Group
Colorado
$1.48M +$10.8K +18 +0.8%
IIC
984
Ironwood Investment Counsel
Arizona
$1.48M +$7.81K +13 +0.5%
RA
985
RiverPark Advisors
New York
$1.48M -$153K -255 -10%
CLOS
986
Compagnie Lombard Odier SCmA
Switzerland
$1.47M -$5.52M -9,197 -79%
ACM
987
Aster Capital Management
United Arab Emirates
$1.47M +$1.44M +2,394 New
QWP
988
Quotient Wealth Partners
Texas
$1.46M -$38.4K -64 -3%
CTA
989
Chesley Taft & Associates
Illinois
$1.45M -$51K -85 -3%
BTD
990
BankPlus Trust Department
Mississippi
$1.45M +$1.36M +2,260 +2,330%
PAM
991
Peak Asset Management
Colorado
$1.44M +$4.8K +8 +0.3%
CA
992
Commerzbank Aktiengesellschaft
Germany
$1.44M
SQA
993
Simon Quick Advisors
New Jersey
$1.43M +$283K +471 +25%
CPA
994
Capital Planning Advisors
California
$1.43M -$46.2K -77 -3%
CGL
995
Clarius Group LLC
Washington
$1.43M -$69.7K -116 -5%
CPL
996
Capital & Planning LLC
Georgia
$1.42M +$12.6K +21 +0.9%
MGIA
997
Moneta Group Investment Advisors
Missouri
$1.42M +$1.2K +2 +0.1%
VCM
998
Virtue Capital Management
Tennessee
$1.39M +$343K +571 +34%
KP
999
Keel Point
Alabama
$1.39M +$205K +342 +18%
AP
1000
Adero Partners
California
$1.39M +$13.8K +23 +1%

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.