INTU icon

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 %
BHPW
1101
Beverly Hills Private Wealth
California
$959K -$35K -57 -4%
CBTWT
1102
Community Bank & Trust (Waco, Texas)
Texas
$958K -$4.3K -7 -0.4%
WAM
1103
Weatherly Asset Management
California
$957K -$6.14K -10 -0.6%
QWM
1104
Quadcap Wealth Management
Texas
$957K +$54K +88 +6%
TPWA
1105
Twin Peaks Wealth Advisors
California
$955K +$599K +1,008 +168%
FA
1106
Fiduciary Alliance
South Carolina
$955K +$623K +1,014 +187%
CWP
1107
Curated Wealth Partners
California
$952K +$256K +417 +37%
GLA
1108
Great Lakes Advisors
Illinois
$950K -$149K -242 -14%
WWA
1109
Wealth Watch Advisors
Colorado
$947K +$443K +1,414 +88%
CWM
1110
Calamos Wealth Management
Illinois
$944K +$70.6K +115 +8%
PHAM
1111
Palisades Hudson Asset Management
Florida
$940K -$19.6K -32 -2%
WSCM
1112
Wellington Shields Capital Management
New York
$936K – – –
TW
1113
TritonPoint Wealth
Maryland
$935K +$46.1K +75 +5%
CB
1114
Chris Bulman
California
$935K +$11.1K +18 +1%
KWM
1115
Kingsview Wealth Management
Oregon
$930K -$24.6K -40 -3%
SA
1116
SRN Advisors
Pennsylvania
$928K -$21.5K -35 -2%
MCC
1117
Money Concepts Capital
Florida
$927K +$62.6K +102 +7%
SMA
1118
Sage Mountain Advisors
Georgia
$923K +$136K +222 +17%
IAS
1119
Insigneo Advisory Services
Florida
$923K -$400K -651 -30%
PCM
1120
Palisade Capital Management
New Jersey
$921K -$1.67M -2,724 -64%
IFWM
1121
Institute for Wealth Management
Colorado
$915K -$1.23K -2 -0.1%
PWP
1122
Precedent Wealth Partners
Texas
$913K +$321K +523 +54%
VST
1123
Van Strum & Towne
California
$912K – – –
FFBTD
1124
First Financial Bank - Trust Division
Ohio
$909K -$614 -1 -0.1%
NB
1125
NBT Bank
New York
$905K -$29.5K -48 -3%
43 44
45
46 47