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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
MOS
1076
MGO One Seven
Ohio
$1.08M -$143K -238 -12%
KIC
1077
Kensington Investment Counsel
California
$1.07M -$12K -20 -1%
CPW
1078
Cove Private Wealth
New York
$1.07M -$195K -325 -16%
ACM
1079
Advisors Capital Management
New Jersey
$1.07M +$65.5K +109 +7%
MAM
1080
Madison Asset Management
Wisconsin
$1.07M -$4.08M -6,802 -80%
KOC
1081
Koss-Olinger Consulting
Florida
$1.06M +$1.04M +1,728 New
LT
1082
Legacy Trust
Michigan
$1.05M +$21.6K +36 +2%
EI
1083
Ellevest Inc
New York
$1.05M -$85.9K -143 -8%
LDB
1084
Lee, Danner & Bass
Tennessee
$1.05M
OL
1085
Optas LLC
Texas
$1.04M -$37.2K -62 -4%
RSC
1086
Red Spruce Capital
Pennsylvania
$1.04M -$55.2K -92 -5%
PL
1087
Parthenon LLC
Kentucky
$1.03M
BFO
1088
Boston Family Office
Massachusetts
$1.03M +$195K +325 +24%
DA
1089
Denali Advisors
California
$1.03M -$4.09M -6,803 -80%
FNBT
1090
FineMark National Bank & Trust
Florida
$1.02M +$96.1K +160 +11%
AFT
1091
Alpha Family Trust
California
$1.02M +$249K +415 +33%
EAM
1092
Evanson Asset Management
California
$1.02M -$51.6K -86 -5%
NG
1093
Norden Group
Utah
$1.02M +$11.4K +19 +1%
MLL
1094
Moody Lynn & Lieberson
Massachusetts
$1.02M +$1.8K +3 +0.2%
AC
1095
AlphaCore Capital
California
$1.01M +$198K +330 +25%
IWM
1096
IHT Wealth Management
Illinois
$1.01M -$24K -40 -2%
LFAS
1097
Level Four Advisory Services
Texas
$1.01M -$16.2K -27 -2%
PCP
1098
Proficio Capital Partners
Massachusetts
$1.01M -$31.2K -52 -3%
BA
1099
Bridgewater Advisors
New York
$1.01M +$970K +1,616 New
NB
1100
Nicolet Bankshares
Wisconsin
$1.01M -$25.8K -43 -3%

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.