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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 %
IB
1051
Intrust Bank
Kansas
$1.13M +$127K +207 +13%
SIG
1052
Sargent Investment Group
Maryland
$1.13M +$51.6K +84 +5%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$1.13M +$50.3K +82 +5%
PFS
1054
Prospera Financial Services
Texas
$1.12M +$444K +723 +66%
HC
1055
Hara Capital
Washington
$1.11M -$1.3M -2,120 -54%
TWM
1056
Thrive Wealth Management
Pennsylvania
$1.11M -$69.4K -113 -6%
PI
1057
Pettee Investors
Connecticut
$1.11M – – –
EH
1058
Equitable Holdings
New York
$1.11M +$33.8K +55 +3%
CB
1059
CNB Bank
Pennsylvania
$1.11M +$36.2K +59 +3%
SFC
1060
SYM Financial Corp
Indiana
$1.11M +$52.8K +86 +5%
TF
1061
Trek Financial
Arizona
$1.1M +$275K +448 +33%
RCM
1062
Riverpark Capital Management
New York
$1.1M -$59.6K -97 -5%
ZF
1063
Zhang Financial
Michigan
$1.09M +$894K +1,456 +448%
MOS
1064
MGO One Seven
Ohio
$1.08M -$146K -238 -12%
KIC
1065
Kensington Investment Counsel
California
$1.07M -$12.3K -20 -1%
CPW
1066
Cove Private Wealth
New York
$1.07M -$200K -325 -16%
ACM
1067
Advisors Capital Management
New Jersey
$1.07M +$66.9K +109 +7%
MAM
1068
Madison Asset Management
Wisconsin
$1.07M -$4.18M -6,802 -80%
KOC
1069
Koss-Olinger Consulting
Florida
$1.06M +$1.06M +1,728 New
LT
1070
Legacy Trust
Michigan
$1.05M +$22.1K +36 +2%
EI
1071
Ellevest Inc
New York
$1.05M -$87.8K -143 -8%
LDB
1072
Lee, Danner & Bass
Tennessee
$1.05M – – –
OL
1073
Optas LLC
Texas
$1.04M -$38.1K -62 -4%
RSC
1074
Red Spruce Capital
Pennsylvania
$1.04M -$56.5K -92 -5%
PL
1075
Parthenon LLC
Kentucky
$1.03M – – –
41 42
43
44 45