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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
CWM
1226
Connecticut Wealth Management
Connecticut
$709K -$24.6K -41 -3%
PFBT
1227
Parkside Financial Bank & Trust
Missouri
$708K +$11.4K +19 +2%
PT
1228
Plimoth Trust
Massachusetts
$702K -$16.2K -27 -2%
IFG
1229
Independent Financial Group
California
$701K +$252K +419 +58%
EB
1230
Eastern Bank
Massachusetts
$699K -$199K -331 -23%
AWM
1231
Avior Wealth Management
Nebraska
$691K +$337K +561 +99%
Lord, Abbett & Co
1232
Lord, Abbett & Co
New Jersey
$689K -$280K -467 -29%
RMCM
1233
Reynders McVeigh Capital Management
Massachusetts
$688K +$4.2K +7 +0.6%
CIC
1234
Carnegie Investment Counsel
Ohio
$685K +$349K +582 +99%
PW
1235
Paladin Wealth
Minnesota
$685K +$70.9K +118 +12%
WCM
1236
Weaver Capital Management
Georgia
$683K -$101K -168 -13%
RWM
1237
Rockline Wealth Management
New York
$677K +$72.7K +121 +12%
VW
1238
Vance Wealth
California
$675K +$4.2K +7 +0.6%
CFP
1239
Catalyst Financial Partners
Massachusetts
$672K +$30.6K +51 +5%
PFG
1240
PAX Financial Group
Texas
$667K -$200K -333 -23%
1SB
1241
1ST Source Bank
Indiana
$666K +$601 +1 +0.1%
RPWA
1242
Regent Peak Wealth Advisors
Georgia
$662K -$81.7K -136 -11%
HIP
1243
HUB Investment Partners
Texas
$660K +$438K +729 +211%
BMCM
1244
Bryn Mawr Capital Management
Pennsylvania
$654K -$159K -264 -20%
MA
1245
MONECO Advisors
Connecticut
$650K -$103K -172 -14%
AWA
1246
Aaron Wealth Advisors
Illinois
$648K +$73.9K +123 +13%
FNT
1247
First National Trust
Pennsylvania
$637K -$13.8K -23 -2%
WBG
1248
Wharton Business Group
Pennsylvania
$635K
APW
1249
Aventura Private Wealth
Florida
$630K
VCA
1250
Verdence Capital Advisors
Maryland
$628K -$136K -226 -18%

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.