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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 %
LWM
1026
Liberty Wealth Management
California
$1.23M -$11.7K -19 -0.9%
CIA
1027
Capital Investment Advisors
Georgia
$1.22M -$106K -173 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
1028
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M +$100K +163 +9%
SC
1029
SummitTX Capital
Texas
$1.22M +$1.22M +1,981 New
FHA
1030
Flagship Harbor Advisors
Massachusetts
$1.22M -$16K -26 -1%
NCM
1031
Nelson Capital Management
California
$1.21M – – –
PAI
1032
Pittenger & Anderson Inc
Nebraska
$1.2M -$41.8K -68 -3%
SSWM
1033
Smith Salley Wealth Management
North Carolina
$1.2M -$14.7K -24 -1%
IWA
1034
Icon Wealth Advisors
Texas
$1.2M -$356K -579 -23%
OC
1035
Oarsman Capital
Wisconsin
$1.19M +$35K +57 +3%
TWM
1036
Trueblood Wealth Management
Ohio
$1.19M +$129K +210 +12%
CL
1037
CVFG LLC
Indiana
$1.19M – – –
OPA
1038
Old Port Advisors
Maine
$1.18M -$76.1K -124 -6%
TCA
1039
Transcend Capital Advisors
New Jersey
$1.18M +$115K +188 +11%
SIA
1040
Schear Investment Advisers
Ohio
$1.18M – – –
BWP
1041
BSW Wealth Partners
Colorado
$1.17M +$90.2K +147 +8%
BOC
1042
Barbara Oil Co
Illinois
$1.17M – – –
PC
1043
Promus Capital
Illinois
$1.16M +$74.9K +122 +7%
RAM
1044
Ramirez Asset Management
New York
$1.15M – – –
PD
1045
Point72 (DIFC)
United Arab Emirates
$1.15M +$1.15M +1,880 New
GWS
1046
Greykasell Wealth Strategies
California
$1.15M -$19.7K -32 -2%
MA
1047
MJP Associates
Connecticut
$1.15M +$6.14K +10 +0.5%
BPCE
1048
Bank Pictet & Cie (Europe)
Germany
$1.15M -$75.5K -123 -6%
FCP
1049
Fidelis Capital Partners
Florida
$1.14M +$71.2K +114 +7%
MI
1050
Motiv8 Investments
Florida
$1.14M +$46.7K +76 +4%
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42
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