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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 %
FAN
1251
Financial Advisors Network
California
$592K +$296K +482 +100%
T
1252
Tidemark
California
$590K – – –
VFA
1253
Values First Advisors
Tennessee
$588K – – –
EC
1254
EntryPoint Capital
New York
$586K +$586K +954 New
HFW
1255
Horizon Family Wealth
Illinois
$585K -$1.84K -3 -0.3%
WAG
1256
Wallace Advisory Group
California
$585K -$2.51K -4 -0.4%
HBT
1257
Hills Bank & Trust
Iowa
$582K +$77.4K +126 +15%
CPW
1258
Catalyst Private Wealth
California
$581K -$6.75K -11 -1%
TCM
1259
Traynor Capital Management
Pennsylvania
$581K +$13.5K +22 +2%
WI
1260
WrapManager Inc
California
$579K +$579K +943 New
OFS
1261
OneAscent Financial Services
Alabama
$578K +$288K +469 +99%
CAG
1262
Csenge Advisory Group
Florida
$578K +$22.8K +39 +4%
MAM
1263
MWA Asset Management
Massachusetts
$576K -$7.37K -12 -1%
FFA
1264
Founders Financial Alliance
North Carolina
$575K +$152K +247 +36%
CD
1265
Chapin Davis
Maryland
$569K – – –
BIA
1266
Bell Investment Advisors
California
$568K -$1.84K -3 -0.3%
WA
1267
Wealthstar Advisors
Texas
$568K – – –
SMA
1268
Seven Mile Advisory
New Jersey
$564K -$33.2K -54 -6%
PTC
1269
Private Trust Company
Ohio
$564K -$14.1K -23 -2%
AWM
1270
Ariadne Wealth Management
California
$559K +$5.89K +9 +1%
GGI
1271
Godsey & Gibb Inc
Virginia
$556K – – –
BDFN
1272
Bond & Devick Financial Network
Minnesota
$555K – – –
MBTD
1273
Mechanics Bank - Trust Department
California
$555K – – –
MWM
1274
MorganRosel Wealth Management
Colorado
$554K +$4.91K +8 +0.9%
RSWM
1275
Robertson Stephens Wealth Management
California
$554K -$146K -238 -21%
49 50
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