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Intuit

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
Name Holding Trade Value Shares
Change
Shares
Change %
QWP
976
Quotient Wealth Partners
Texas
$1.46M -$39.3K -64 -3%
CTA
977
Chesley Taft & Associates
Illinois
$1.45M -$52.2K -85 -3%
BTD
978
BankPlus Trust Department
Mississippi
$1.45M +$1.39M +2,260 +2,330%
PAM
979
Peak Asset Management
Colorado
$1.44M +$4.91K +8 +0.3%
CA
980
Commerzbank Aktiengesellschaft
Germany
$1.44M
SQA
981
Simon Quick Advisors
New Jersey
$1.43M +$289K +471 +25%
CPA
982
Capital Planning Advisors
California
$1.43M -$47.3K -77 -3%
CGL
983
Clarius Group LLC
Washington
$1.43M -$71.2K -116 -5%
CPL
984
Capital & Planning LLC
Georgia
$1.42M +$12.9K +21 +0.9%
MGIA
985
Moneta Group Investment Advisors
Missouri
$1.42M +$1.23K +2 +0.1%
VCM
986
Virtue Capital Management
Tennessee
$1.39M +$351K +571 +34%
KP
987
Keel Point
Alabama
$1.39M +$210K +342 +18%
AP
988
Adero Partners
California
$1.39M +$14.1K +23 +1%
BP
989
BNP Paribas
France
$1.38M -$1.31M -2,137 -49%
APW
990
Austin Private Wealth
Texas
$1.38M -$28.2K -46 -2%
AAP
991
Arax Advisory Partners
Colorado
$1.37M -$128K -208 -9%
SFFS
992
Stonehage Fleming Financial Services
Jersey
$1.36M +$279K +454 +26%
AT
993
Arlington Trust
Alabama
$1.36M +$71.2K +116 +6%
TSMHT
994
Thurston Springer Miller Herd & Titak
Indiana
$1.36M +$227K +369 +20%
FFN
995
Focus Financial Network
Minnesota
$1.35M +$17.8K +29 +1%
IWC
996
Integrated Wealth Concepts
Massachusetts
$1.34M -$481K -783 -26%
BFA
997
Brown Financial Advisors
Ohio
$1.34M +$220K +359 +20%
GS
998
GTS Securities
New York
$1.33M -$447K -728 -25%
MCM
999
McRae Capital Management
New Jersey
$1.33M -$30.7K -50 -2%
MPWT
1000
MassMutual Private Wealth & Trust
Connecticut
$1.33M +$123K +200 +10%