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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
TCA
1051
Transcend Capital Advisors
New Jersey
$1.18M +$113K +188 +11%
SIA
1052
Schear Investment Advisers
Ohio
$1.18M
BWP
1053
BSW Wealth Partners
Colorado
$1.17M +$88.3K +147 +8%
BOC
1054
Barbara Oil Co
Illinois
$1.17M
PC
1055
Promus Capital
Illinois
$1.16M +$73.3K +122 +7%
RAM
1056
Ramirez Asset Management
New York
$1.15M
PD
1057
Point72 (DIFC)
United Arab Emirates
$1.15M +$1.13M +1,880 New
GWS
1058
Greykasell Wealth Strategies
California
$1.15M -$19.2K -32 -2%
MA
1059
MJP Associates
Connecticut
$1.15M +$6K +10 +0.5%
BPCE
1060
Bank Pictet & Cie (Europe)
Germany
$1.15M -$73.9K -123 -6%
FCP
1061
Fidelis Capital Partners
Florida
$1.14M +$68.5K +114 +7%
MI
1062
Motiv8 Investments
Florida
$1.14M +$45.6K +76 +4%
IB
1063
Intrust Bank
Kansas
$1.13M +$124K +207 +13%
SIG
1064
Sargent Investment Group
Maryland
$1.13M +$50.4K +84 +5%
PWPS
1065
Pinnacle Wealth Planning Services
Ohio
$1.13M +$49.2K +82 +5%
PFS
1066
Prospera Financial Services
Texas
$1.12M +$434K +723 +66%
HC
1067
Hara Capital
Washington
$1.11M -$1.27M -2,120 -54%
TWM
1068
Thrive Wealth Management
Pennsylvania
$1.11M -$67.9K -113 -6%
PI
1069
Pettee Investors
Connecticut
$1.11M
EH
1070
Equitable Holdings
New York
$1.11M +$33K +55 +3%
CB
1071
CNB Bank
Pennsylvania
$1.11M +$35.4K +59 +3%
SFC
1072
SYM Financial Corp
Indiana
$1.11M +$51.6K +86 +5%
TF
1073
Trek Financial
Arizona
$1.1M +$269K +448 +33%
RCM
1074
Riverpark Capital Management
New York
$1.1M -$58.2K -97 -5%
ZF
1075
Zhang Financial
Michigan
$1.09M +$874K +1,456 +448%

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.