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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
FWM
1026
FSA Wealth Management
Massachusetts
$1.25M -$9.61K -16 -0.8%
CCM
1027
Crew Capital Management
Ohio
$1.25M +$6K +10 +0.5%
PPWP
1028
Premier Path Wealth Partners
New Jersey
$1.25M +$67.3K +112 +6%
CFG
1029
Cooper Financial Group
California
$1.24M +$19.8K +33 +2%
DFC
1030
DB Fitzpatrick & Co
Idaho
$1.24M -$148K -247 -11%
BFF
1031
Byrne Financial Freedom
Massachusetts
$1.24M +$1.8K +3 +0.1%
MCP
1032
Mirador Capital Partners
California
$1.24M -$13.2K -22 -1%
AWA
1033
Arkadios Wealth Advisors
Georgia
$1.24M +$12K +20 +1%
IC
1034
Iconiq Capital
California
$1.23M +$210K +349 +21%
BCM
1035
Brookstone Capital Management
Illinois
$1.23M +$42.6K +71 +4%
RA
1036
RFG Advisory
Alabama
$1.23M -$494K -822 -29%
CBUSF
1037
Construction & Building Unions Superannuation Fund
Australia
$1.23M +$120K +200 +11%
LWM
1038
Liberty Wealth Management
California
$1.23M -$11.4K -19 -0.9%
CIA
1039
Capital Investment Advisors
Georgia
$1.22M -$104K -173 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
1040
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M +$97.9K +163 +9%
SC
1041
SummitTX Capital
Texas
$1.22M +$1.19M +1,981 New
FHA
1042
Flagship Harbor Advisors
Massachusetts
$1.22M -$15.6K -26 -1%
NCM
1043
Nelson Capital Management
California
$1.21M
PAI
1044
Pittenger & Anderson Inc
Nebraska
$1.2M -$40.8K -68 -3%
SSWM
1045
Smith Salley Wealth Management
North Carolina
$1.2M -$14.4K -24 -1%
IWA
1046
Icon Wealth Advisors
Texas
$1.2M -$348K -579 -23%
OC
1047
Oarsman Capital
Wisconsin
$1.19M +$34.2K +57 +3%
TWM
1048
Trueblood Wealth Management
Ohio
$1.19M +$126K +210 +12%
CL
1049
CVFG LLC
Indiana
$1.19M
OPA
1050
Old Port Advisors
Maine
$1.18M -$74.5K -124 -6%

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.