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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
CB
1126
Chris Bulman
California
$935K +$10.8K +18 +1%
KWM
1127
Kingsview Wealth Management
Oregon
$930K -$24K -40 -3%
SA
1128
SRN Advisors
Pennsylvania
$928K -$21K -35 -2%
MCC
1129
Money Concepts Capital
Florida
$927K +$61.3K +102 +7%
SMA
1130
Sage Mountain Advisors
Georgia
$923K +$133K +222 +17%
IAS
1131
Insigneo Advisory Services
Florida
$923K -$391K -651 -30%
PCM
1132
Palisade Capital Management
New Jersey
$921K -$1.64M -2,724 -64%
IFWM
1133
Institute for Wealth Management
Colorado
$915K -$1.2K -2 -0.1%
PWP
1134
Precedent Wealth Partners
Texas
$913K +$314K +523 +54%
VST
1135
Van Strum & Towne
California
$912K
FFBTD
1136
First Financial Bank - Trust Division
Ohio
$909K -$601 -1 -0.1%
NB
1137
NBT Bank
New York
$905K -$28.8K -48 -3%
RCA
1138
Roberts Capital Advisors
Colorado
$903K +$883K +1,470 New
ST
1139
Smithfield Trust
Pennsylvania
$898K -$5.41K -9 -0.6%
LCGC
1140
Legacy Capital Group California
California
$896K -$5.41K -9 -0.6%
WPP
1141
Whalerock Point Partners
Rhode Island
$892K +$6K +10 +0.7%
GAMC
1142
Garner Asset Management Corp
Texas
$886K -$87.1K -145 -9%
CSPIA
1143
Cary Street Partners Investment Advisory
Virginia
$881K -$61.9K -103 -7%
GWP
1144
Gen-Wealth Partners
Michigan
$879K +$118K +197 +16%
HSA
1145
HBK Sorce Advisory
Pennsylvania
$875K +$3K +5 +0.4%
DWM
1146
Drive Wealth Management
Utah
$871K +$395K +658 +87%
IIA
1147
ICW Investment Advisors
Arizona
$868K +$71.5K +119 +9%
Westfield Capital Management
1148
Westfield Capital Management
Massachusetts
$866K
Koshinski Asset Management
1149
Koshinski Asset Management
Illinois
$859K +$185K +308 +28%
GWA
1150
Gratus Wealth Advisors
Virginia
$858K -$8.41K -14 -1%

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.