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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
IAN
1251
Integrated Advisors Network
Texas
$625K -$255K -424 -29%
KWM
1252
KFG Wealth Management
Indiana
$622K +$68.5K +114 +13%
PI
1253
PFG Investments
New York
$620K -$141K -235 -19%
FAFN
1254
First Affirmative Financial Network
Colorado
$615K -$76.3K -127 -11%
FM
1255
Freemont Management
Switzerland
$614K -$60.1K -100 -9%
RC
1256
RBF Capital
California
$614K
SGI
1257
Summit Global Investments
Utah
$610K -$1.07M -1,779 -64%
PCTC
1258
Perkins Coie Trust Company
Washington
$610K +$601 +1 +0.1%
EDRH
1259
Edmond de Rothschild Holding
Switzerland
$604K
AWA
1260
Arete Wealth Advisors
Illinois
$602K +$28.2K +47 +5%
EWM
1261
Evercore Wealth Management
New York
$601K -$13.2K -22 -2%
GBT
1262
Grove Bank & Trust
Florida
$599K
TIA
1263
Tiemann Investment Advisors
California
$599K +$12K +20 +2%
WC
1264
Waterloo Capital
Texas
$599K +$80.5K +134 +16%
TWM
1265
Tolleson Wealth Management
Texas
$595K -$3.6K -6 -0.6%
FAN
1266
Financial Advisors Network
California
$592K +$289K +482 +100%
T
1267
Tidemark
California
$590K
VFA
1268
Values First Advisors
Tennessee
$588K
EC
1269
EntryPoint Capital
New York
$586K +$573K +954 New
HFW
1270
Horizon Family Wealth
Illinois
$585K -$1.8K -3 -0.3%
WAG
1271
Wallace Advisory Group
California
$585K -$2.4K -4 -0.4%
HBT
1272
Hills Bank & Trust
Iowa
$582K +$75.7K +126 +15%
CPW
1273
Catalyst Private Wealth
California
$581K -$6.61K -11 -1%
TCM
1274
Traynor Capital Management
Pennsylvania
$581K +$13.2K +22 +2%
DCM
1275
DGS Capital Management
New Jersey
$581K -$55.2K -92 -9%

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.