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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 %
BFO
1076
Boston Family Office
Massachusetts
$1.03M +$200K +325 +24%
DA
1077
Denali Advisors
California
$1.03M -$4.18M -6,803 -80%
FNBT
1078
FineMark National Bank & Trust
Florida
$1.02M +$98.2K +160 +11%
AFT
1079
Alpha Family Trust
California
$1.02M +$255K +415 +33%
EAM
1080
Evanson Asset Management
California
$1.02M -$52.8K -86 -5%
NG
1081
Norden Group
Utah
$1.02M +$11.7K +19 +1%
MLL
1082
Moody Lynn & Lieberson
Massachusetts
$1.02M +$1.84K +3 +0.2%
AC
1083
AlphaCore Capital
California
$1.01M +$203K +330 +25%
IWM
1084
IHT Wealth Management
Illinois
$1.01M -$24.6K -40 -2%
LFAS
1085
Level Four Advisory Services
Texas
$1.01M -$16.6K -27 -2%
PCP
1086
Proficio Capital Partners
Massachusetts
$1.01M -$31.9K -52 -3%
BA
1087
Bridgewater Advisors
New York
$1.01M +$1.01M +1,616 New
NB
1088
Nicolet Bankshares
Wisconsin
$1.01M -$26.4K -43 -3%
WFPG
1089
Waller Financial Planning Group
Ohio
$1M – – –
VCM
1090
Verde Capital Management
Michigan
$1M +$284K +462 +40%
WA
1091
WBH Advisory
Maryland
$1M -$31.3K -51 -3%
HIMC
1092
Heritage Investors Management Corp
Maryland
$1M +$89.1K +145 +10%
RCG
1093
Regatta Capital Group
California
$994K +$21.5K +35 +2%
TPI
1094
Trust Point Inc
Wisconsin
$992K -$421K -685 -30%
HIIFS
1095
Harel Insurance Investments & Financial Services
Israel
$987K +$814K +1,326 +472%
FFS
1096
Founders Financial Securities
Maryland
$984K +$278K +450 +39%
AG
1097
Ascent Group
Virginia
$984K +$282K +460 +40%
ESBC
1098
E.S. Barr & Co
Kentucky
$973K -$138K -225 -12%
PL
1099
Perpetual Ltd
Australia
$965K -$59.6K -97 -6%
FFM
1100
Forum Financial Management
Illinois
$961K +$70.6K +115 +8%
42 43
44
45 46