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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
NSIM
1201
North Star Investment Management
Illinois
$743K
WA
1202
Wealth Architects
California
$742K +$17.4K +29 +2%
HWA
1203
HCR Wealth Advisors
California
$740K -$61.9K -103 -8%
ST
1204
Spinnaker Trust
Maine
$739K -$4.2K -7 -0.6%
LIM
1205
Leavell Investment Management
Alabama
$737K -$30K -50 -4%
JSW
1206
Journey Strategic Wealth
New Jersey
$736K -$601 -1 -0.1%
KTM
1207
Keeler Thomas Management
Utah
$735K -$677K -1,128 -49%
NFA
1208
Northern Financial Advisors
Michigan
$733K -$1.8K -3 -0.3%
MWM
1209
Meridian Wealth Management
Kentucky
$730K -$14.4K -24 -2%
WIA
1210
World Investment Advisors
California
$728K +$115K +192 +19%
SHFA
1211
SS&H Financial Advisors
Michigan
$726K -$55.2K -92 -7%
FAM
1212
Formidable Asset Management
Ohio
$725K +$709K +1,181 New
SB
1213
Strategic Blueprint
Georgia
$725K -$16.8K -28 -2%
NRS
1214
Neville Rodie & Shaw
New York
$724K
SWA
1215
Stratos Wealth Advisors
Ohio
$724K -$638K -1,062 -47%
APP
1216
Avantax Planning Partners
Iowa
$723K +$99.7K +166 +16%
CPWA
1217
Cerro Pacific Wealth Advisors
California
$722K +$25.2K +42 +4%
VAM
1218
Verity Asset Management
North Carolina
$722K +$375K +624 +113%
VHAM
1219
Van Hulzen Asset Management
California
$720K +$3K +5 +0.4%
GSIAS
1220
Garden State Investment Advisory Services
New Jersey
$718K -$52.2K -87 -7%
LAM
1221
L2 Asset Management
Massachusetts
$718K +$67.9K +113 +11%
CCA
1222
Childress Capital Advisors
Texas
$714K +$7.21K +12 +1%
MCM
1223
Mattern Capital Management
Colorado
$712K +$124K +206 +22%
MFG
1224
Magnus Financial Group
New York
$711K +$601 +1 +0.1%
BCG
1225
Breakwater Capital Group
New Jersey
$710K +$16.2K +27 +2%

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.