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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 %
NRS
1201
Neville Rodie & Shaw
New York
$724K – – –
SWA
1202
Stratos Wealth Advisors
Ohio
$724K -$652K -1,062 -47%
APP
1203
Avantax Planning Partners
Iowa
$723K +$102K +166 +16%
CPWA
1204
Cerro Pacific Wealth Advisors
California
$722K +$26.4K +42 +4%
VAM
1205
Verity Asset Management
North Carolina
$722K +$383K +624 +113%
VHAM
1206
Van Hulzen Asset Management
California
$720K +$3.07K +5 +0.4%
GSIAS
1207
Garden State Investment Advisory Services
New Jersey
$718K -$53.5K -87 -7%
LAM
1208
L2 Asset Management
Massachusetts
$718K +$69.4K +113 +11%
CCA
1209
Childress Capital Advisors
Texas
$714K +$7.37K +12 +1%
MCM
1210
Mattern Capital Management
Colorado
$712K +$126K +206 +22%
MFG
1211
Magnus Financial Group
New York
$711K +$614 +1 +0.1%
BCG
1212
Breakwater Capital Group
New Jersey
$710K +$16.6K +27 +2%
CWM
1213
Connecticut Wealth Management
Connecticut
$709K -$25.2K -41 -3%
PFBT
1214
Parkside Financial Bank & Trust
Missouri
$708K +$11.7K +19 +2%
PT
1215
Plimoth Trust
Massachusetts
$702K -$16.6K -27 -2%
EB
1216
Eastern Bank
Massachusetts
$699K -$203K -331 -23%
AWM
1217
Avior Wealth Management
Nebraska
$691K +$345K +561 +99%
Lord, Abbett & Co
1218
Lord, Abbett & Co
New Jersey
$689K -$287K -467 -29%
RMCM
1219
Reynders McVeigh Capital Management
Massachusetts
$688K +$4.3K +7 +0.6%
CIC
1220
Carnegie Investment Counsel
Ohio
$685K +$340K +582 +99%
PW
1221
Paladin Wealth
Minnesota
$685K +$72.5K +118 +12%
WCM
1222
Weaver Capital Management
Georgia
$683K -$103K -168 -13%
RWM
1223
Rockline Wealth Management
New York
$677K +$74.3K +121 +12%
VW
1224
Vance Wealth
California
$675K +$4.3K +7 +0.6%
CFP
1225
Catalyst Financial Partners
Massachusetts
$672K +$31.3K +51 +5%
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