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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 %
RCA
1126
Roberts Capital Advisors
Colorado
$903K +$903K +1,470 New
ST
1127
Smithfield Trust
Pennsylvania
$898K -$5.5K -9 -0.6%
LCGC
1128
Legacy Capital Group California
California
$896K -$5.53K -9 -0.6%
WPP
1129
Whalerock Point Partners
Rhode Island
$892K +$6.14K +10 +0.7%
GAMC
1130
Garner Asset Management Corp
Texas
$886K -$89K -145 -9%
CSPIA
1131
Cary Street Partners Investment Advisory
Virginia
$881K -$63.3K -103 -7%
GWP
1132
Gen-Wealth Partners
Michigan
$879K +$121K +197 +16%
HSA
1133
HBK Sorce Advisory
Pennsylvania
$875K +$3.07K +5 +0.4%
DWM
1134
Drive Wealth Management
Utah
$871K +$404K +658 +87%
IIA
1135
ICW Investment Advisors
Arizona
$868K +$73K +119 +9%
Westfield Capital Management
1136
Westfield Capital Management
Massachusetts
$866K – – –
Koshinski Asset Management
1137
Koshinski Asset Management
Illinois
$859K +$189K +308 +28%
GWA
1138
Gratus Wealth Advisors
Virginia
$858K -$8.6K -14 -1%
HCM
1139
Howland Capital Management
Massachusetts
$857K +$3.68K +6 +0.4%
SDIC
1140
South Dakota Investment Council
South Dakota
$857K – – –
DFG
1141
Delta Financial Group
New Jersey
$857K – – –
SFS
1142
Sowell Financial Services
Arkansas
$857K +$857K +1,396 New
BI
1143
BlueSpruce Investments
Illinois
$854K – – –
RWPA
1144
Richard W. Paul & Associates
Michigan
$854K +$27.6K +45 +3%
TCB
1145
Texas Capital Bancshares
Texas
$849K -$19K -31 -2%
EFS
1146
Essex Financial Services
Connecticut
$847K +$7.98K +13 +1%
SA
1147
Sovran Advisors
California
$845K +$611K +1,044 +261%
ECA
1148
Elevated Capital Advisors
Utah
$844K -$26.4K -43 -3%
RH
1149
RFG Holdings
Texas
$840K +$89.8K +146 +12%
PP
1150
PDS Planning
Ohio
$838K +$79.8K +130 +11%
44 45
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