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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 %
TWG
1326
The Wealth Group
Minnesota
$493K +$493K +803 New
KGC
1327
Kennon-Green & Company
Ohio
$491K +$20.9K +34 +4%
TBT
1328
Texas Bank & Trust
Texas
$490K -$22.1K -36 -4%
OFG
1329
Oxford Financial Group
Indiana
$489K +$17.8K +29 +4%
VC
1330
Veery Capital
Delaware
$488K
PWMAG
1331
Pinnacle Wealth Management Advisory Group
New Jersey
$486K +$12.3K +20 +3%
VA
1332
VestGen Advisors
Illinois
$483K +$483K +787 New
GWMR
1333
GC Wealth Management RIA
Massachusetts
$481K +$21.5K +35 +5%
AF
1334
Apexium Financial
Texas
$481K +$239K +389 +98%
IA
1335
Integrity Alliance
Iowa
$481K +$247K +402 +106%
RF
1336
Rossby Financial
Florida
$481K -$23.1K -37 -5%
LB
1337
Legacy Bridge
Iowa
$480K
RZH
1338
Relyea Zuckerberg Hanson
Connecticut
$480K +$44.2K +72 +10%
CCA
1339
Conestoga Capital Advisors
Pennsylvania
$479K +$9.21K +15 +2%
CCA
1340
Cobblestone Capital Advisors
New York
$473K +$473K +771 New
UIA
1341
Ulland Investment Advisors
Minnesota
$471K
BWA
1342
BlueSky Wealth Advisors
North Carolina
$470K
PCS
1343
Private Client Services
Kentucky
$468K -$5.53K -9 -1%
AFW
1344
Avantra Family Wealth
Pennsylvania
$467K -$259K -422 -36%
TWP
1345
Triad Wealth Partners
Kansas
$466K +$5.53K +9 +1%
C
1346
Certuity
Florida
$466K -$62.5K -102 -12%
CCM
1347
Chilton Capital Management
Texas
$465K -$1.59M -2,584 -77%
KFP
1348
KMG Fiduciary Partners
Ohio
$465K
NAMNJ
1349
NorthStar Asset Management (New Jersey)
New Jersey
$464K +$29.5K +48 +7%
1CP
1350
17 Capital Partners
Arizona
$463K +$9.21K +15 +2%