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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 %
PFG
1226
PAX Financial Group
Texas
$667K -$204K -333 -23%
1SB
1227
1ST Source Bank
Indiana
$666K +$614 +1 +0.1%
RPWA
1228
Regent Peak Wealth Advisors
Georgia
$662K -$83.5K -136 -11%
HIP
1229
HUB Investment Partners
Texas
$660K +$448K +729 +211%
BMCM
1230
Bryn Mawr Capital Management
Pennsylvania
$654K -$162K -264 -20%
MA
1231
MONECO Advisors
Connecticut
$650K -$106K -172 -14%
AWA
1232
Aaron Wealth Advisors
Illinois
$648K +$75.5K +123 +13%
FNT
1233
First National Trust
Pennsylvania
$637K -$14.1K -23 -2%
WBG
1234
Wharton Business Group
Pennsylvania
$635K – – –
VCA
1235
Verdence Capital Advisors
Maryland
$628K -$139K -226 -18%
IAN
1236
Integrated Advisors Network
Texas
$625K -$260K -424 -29%
KWM
1237
KFG Wealth Management
Indiana
$622K +$70K +114 +13%
PI
1238
PFG Investments
New York
$620K -$144K -235 -19%
FAFN
1239
First Affirmative Financial Network
Colorado
$615K -$77.9K -127 -11%
FM
1240
Freemont Management
Switzerland
$614K -$61.4K -100 -9%
RC
1241
RBF Capital
California
$614K – – –
SGI
1242
Summit Global Investments
Utah
$610K -$1.09M -1,779 -64%
PCTC
1243
Perkins Coie Trust Company
Washington
$610K +$614 +1 +0.1%
EDRH
1244
Edmond de Rothschild Holding
Switzerland
$604K – – –
AWA
1245
Arete Wealth Advisors
Illinois
$602K +$28.8K +47 +5%
EWM
1246
Evercore Wealth Management
New York
$601K -$13.5K -22 -2%
GBT
1247
Grove Bank & Trust
Florida
$599K – – –
TIA
1248
Tiemann Investment Advisors
California
$599K +$12.3K +20 +2%
WC
1249
Waterloo Capital
Texas
$599K +$82.2K +134 +16%
TWM
1250
Tolleson Wealth Management
Texas
$595K -$3.68K -6 -0.6%
48 49
50
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