INTU icon

Intuit

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
Name Holding Trade Value Shares
Change
Shares
Change %
TA
1301
TFB Advisors
Kansas
$524K -$143K -233 -21%
EWA
1302
EverSource Wealth Advisors
Alabama
$523K +$154K +250 +42%
WTB
1303
Washington Trust Bank
Washington
$520K +$7.37K +12 +1%
CT
1304
Clearstead Trust
Maine
$520K +$86.6K +141 +20%
CWG
1305
Cornerstone Wealth Group
North Carolina
$520K +$111K +180 +27%
CBT
1306
CoreFirst Bank & Trust
Kansas
$516K
KA
1307
KDT Advisors
New York
$516K
MC
1308
Moors & Cabot
Massachusetts
$514K +$69.4K +113 +16%
SIG
1309
Spinnaker Investment Group
California
$511K +$511K +832 New
BOM
1310
Bank of Marin
California
$511K +$30.7K +50 +6%
BSHC
1311
Breed's Hill Capital
Massachusetts
$509K +$614 +1 +0.1%
IAIM
1312
International Assets Investment Management
Florida
$508K +$26.4K +43 +5%
FFA
1313
Fortune Financial Advisors
Kansas
$507K +$43K +70 +9%
RWP
1314
Revolve Wealth Partners
New Jersey
$507K +$7.98K +13 +2%
EA
1315
Everpar Advisors
Oklahoma
$505K +$44.2K +72 +10%
CCFM
1316
Clear Creek Financial Management
Washington
$505K +$22.7K +37 +5%
PWM
1317
Prentice Wealth Management
New York
$503K +$29.5K +48 +6%
CJL
1318
Cyrus J. Lawrence
New York
$501K -$8.01M -13,043 -94%
SIM
1319
Sentry Investment Management
Wisconsin
$501K -$150K -269 -23%
AOWM
1320
Alpha Omega Wealth Management
Virginia
$497K
CIAS
1321
Capital Investment Advisory Services
North Carolina
$497K +$65.7K +107 +15%
NG
1322
Novem Group
New York
$496K -$93.9K -153 -16%
IPGDR
1323
Investidor Profissional Gestao de Recursos
Brazil
$495K +$495K +806 New
SS
1324
Sunbelt Securities
Texas
$494K -$166K -270 -25%
TL
1325
Tradewinds LLC
North Carolina
$493K -$21.5K -35 -4%