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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
SIG
1326
Spinnaker Investment Group
California
$511K +$500K +832 New
BOM
1327
Bank of Marin
California
$511K +$30K +50 +6%
BSHC
1328
Breed's Hill Capital
Massachusetts
$509K +$601 +1 +0.1%
IAIM
1329
International Assets Investment Management
Florida
$508K +$25.8K +43 +5%
FFA
1330
Fortune Financial Advisors
Kansas
$507K +$42K +70 +9%
CT
1331
Caldwell Trust
Florida
$507K -$96.7K -161 -16%
RWP
1332
Revolve Wealth Partners
New Jersey
$507K +$7.81K +13 +2%
RIG
1333
Ramiah Investment Group
Wisconsin
$505K -$12K -20 -2%
EA
1334
Everpar Advisors
Oklahoma
$505K +$43.2K +72 +10%
CCFM
1335
Clear Creek Financial Management
Washington
$505K +$22.2K +37 +5%
PWM
1336
Prentice Wealth Management
New York
$503K +$28.8K +48 +6%
CJL
1337
Cyrus J. Lawrence
New York
$501K -$7.83M -13,043 -94%
SIM
1338
Sentry Investment Management
Wisconsin
$501K -$162K -269 -23%
AOWM
1339
Alpha Omega Wealth Management
Virginia
$497K
CIAS
1340
Capital Investment Advisory Services
North Carolina
$497K +$64.3K +107 +15%
NG
1341
Novem Group
New York
$496K -$91.9K -153 -16%
IPGDR
1342
Investidor Profissional Gestao de Recursos
Brazil
$495K +$484K +806 New
SS
1343
Sunbelt Securities
Texas
$494K -$162K -270 -25%
TL
1344
Tradewinds LLC
North Carolina
$493K -$21K -35 -4%
TWG
1345
The Wealth Group
Minnesota
$493K +$482K +803 New
KGC
1346
Kennon-Green & Company
Ohio
$491K +$20.4K +34 +4%
TBT
1347
Texas Bank & Trust
Texas
$490K -$21.6K -36 -4%
OFG
1348
Oxford Financial Group
Indiana
$489K +$17.4K +29 +4%
VC
1349
Veery Capital
Delaware
$488K
PWMAG
1350
Pinnacle Wealth Management Advisory Group
New Jersey
$486K +$12K +20 +3%

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.