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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
GAM
1176
Gotham Asset Management
New York
$807K +$30.6K +51 +4%
HPM
1177
Hoxton Planning & Management
West Virginia
$799K -$2.4K -4 -0.3%
AW
1178
Alteri Wealth
California
$796K -$4.8K -8 -0.6%
PCM
1179
Park Capital Management
Wisconsin
$796K +$10.2K +17 +1%
CBA
1180
Coastal Bridge Advisors
Connecticut
$795K +$778K +1,295 New
LFA
1181
Legacy Financial Advisors
Kentucky
$791K -$1.8K -3 -0.2%
CPC
1182
Congress Park Capital
New York
$786K +$353K +588 +85%
LSA
1183
Leonteq Securities AG
Switzerland
$782K +$308K +513 +68%
PCG
1184
PFC Capital Group
California
$782K -$39K -65 -5%
JHP
1185
James Hambro & Partners
United Kingdom
$780K -$321K -534 -30%
BCM
1186
Bourgeon Capital Management
Connecticut
$779K +$73.3K +122 +11%
BHBT
1187
Burke & Herbert Bank & Trust
Virginia
$778K
AWM
1188
Act Wealth Management
Texas
$777K
LCWP
1189
Legacy Capital Wealth Partners
Arkansas
$769K +$62.5K +104 +9%
HIA
1190
Harbor Investment Advisory
Maryland
$769K -$3K -5 -0.4%
MS
1191
Maven Securities
Jersey
$767K +$194K +323 +35%
AT
1192
American Trust
Kentucky
$763K -$1M -1,668 -57%
AA
1193
Ancora Advisors
Ohio
$761K -$87.1K -145 -10%
BPC
1194
Bryce Point Capital
New York
$753K -$109K -182 -13%
CPA
1195
Cardiff Park Advisors
California
$751K -$1.8K -3 -0.2%
BCA
1196
Bay Colony Advisors
Massachusetts
$749K +$21K +35 +3%
HWA
1197
Heritage Wealth Advisors
Virginia
$747K -$28.2K -47 -4%
NHT
1198
New Hampshire Trust
New Hampshire
$746K -$36K -60 -5%
ARMT
1199
Amica Retiree Medical Trust
Rhode Island
$745K -$174K -289 -19%
CS
1200
Crescent Sterling
Louisiana
$744K +$383K +638 +111%

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.