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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 %
LCWP
1176
Legacy Capital Wealth Partners
Arkansas
$769K +$63.9K +104 +9%
HIA
1177
Harbor Investment Advisory
Maryland
$769K -$3.07K -5 -0.4%
MS
1178
Maven Securities
Jersey
$767K +$198K +323 +35%
AT
1179
American Trust
Kentucky
$763K -$1.02M -1,668 -57%
AA
1180
Ancora Advisors
Ohio
$761K -$89K -145 -10%
BPC
1181
Bryce Point Capital
New York
$753K -$110K -182 -13%
CPA
1182
Cardiff Park Advisors
California
$751K -$1.84K -3 -0.2%
BCA
1183
Bay Colony Advisors
Massachusetts
$749K +$21K +35 +3%
HWA
1184
Heritage Wealth Advisors
Virginia
$747K -$28.9K -47 -4%
NHT
1185
New Hampshire Trust
New Hampshire
$746K -$36.8K -60 -5%
ARMT
1186
Amica Retiree Medical Trust
Rhode Island
$745K -$177K -289 -19%
CS
1187
Crescent Sterling
Louisiana
$744K +$392K +638 +111%
NSIM
1188
North Star Investment Management
Illinois
$743K – – –
WA
1189
Wealth Architects
California
$742K +$17.8K +29 +2%
HWA
1190
HCR Wealth Advisors
California
$740K -$63.2K -103 -8%
ST
1191
Spinnaker Trust
Maine
$739K -$4.3K -7 -0.6%
LIM
1192
Leavell Investment Management
Alabama
$737K -$30.7K -50 -4%
JSW
1193
Journey Strategic Wealth
New Jersey
$736K -$614 -1 -0.1%
KTM
1194
Keeler Thomas Management
Utah
$735K -$692K -1,128 -49%
NFA
1195
Northern Financial Advisors
Michigan
$733K -$1.84K -3 -0.3%
MWM
1196
Meridian Wealth Management
Kentucky
$730K -$14.7K -24 -2%
WIA
1197
World Investment Advisors
California
$728K +$118K +192 +19%
SHFA
1198
SS&H Financial Advisors
Michigan
$726K -$56.5K -92 -7%
FAM
1199
Formidable Asset Management
Ohio
$725K +$725K +1,181 New
SB
1200
Strategic Blueprint
Georgia
$725K -$17.2K -28 -2%
46 47
48
49 50