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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 %
AR
1276
Apeiron RIA
Texas
$553K +$28.3K +46 +5%
SACTSONJ
1277
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
PL
1278
Plancorp LLC
Missouri
$552K +$6.14K +10 +1%
NI
1279
Natural Investments
California
$548K -$15.3K -25 -3%
MWM
1280
Modern Wealth Management
Kansas
$548K +$280K +456 +105%
CDDEC
1281
Caisse Des Depots Et Consignations
France
$547K – – –
NAS
1282
Nicolet Advisory Services
Wisconsin
$546K +$41.6K +72 +8%
GLR
1283
Great Lakes Retirement
Ohio
$546K -$54K -88 -9%
VI
1284
Versor Investments
New York
$545K +$545K +888 New
SAA
1285
Southeast Asset Advisors
Georgia
$545K -$92.1K -150 -14%
WHCI
1286
W.H. Cornerstone Investments
Massachusetts
$541K -$114K -185 -17%
BOC
1287
Bull Oak Capital
California
$539K +$4.3K +7 +0.8%
VFA
1288
Voya Financial Advisors
Connecticut
$538K -$11.4K -19 -2%
AIC
1289
Argus Investors Counsel
New York
$538K -$11.7K -19 -2%
CT
1290
Chicago Trust
Illinois
$538K +$8.6K +14 +2%
MCC
1291
Malaga Cove Capital
California
$537K +$282K +459 +111%
TFF
1292
The Family Firm
Maryland
$536K +$1.23K +2 +0.2%
JWA
1293
JFS Wealth Advisors
Pennsylvania
$536K -$11K -18 -2%
EWA
1294
Exencial Wealth Advisors
Oklahoma
$535K +$33.2K +54 +7%
PFA
1295
Pathway Financial Advisors
Vermont
$534K – – –
OC
1296
Oakworth Capital
Alabama
$529K +$4.3K +7 +0.8%
ILI
1297
Invesco LLC (Illinois)
Illinois
$527K -$556K -905 -51%
MFA
1298
Mayflower Financial Advisors
Massachusetts
$527K +$235K +383 +80%
CH
1299
Cromwell Holdings
Wyoming
$526K -$13.5K -22 -3%
BWP
1300
Baldwin Wealth Partners
Massachusetts
$525K +$7.37K +12 +1%
50 51
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