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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
VA
1351
VestGen Advisors
Illinois
$483K +$473K +787 New
GWMR
1352
GC Wealth Management RIA
Massachusetts
$481K +$21K +35 +5%
AF
1353
Apexium Financial
Texas
$481K +$234K +389 +98%
IA
1354
Integrity Alliance
Iowa
$481K +$241K +402 +106%
RF
1355
Rossby Financial
Florida
$481K -$22.2K -37 -5%
LB
1356
Legacy Bridge
Iowa
$480K
RZH
1357
Relyea Zuckerberg Hanson
Connecticut
$480K +$43.2K +72 +10%
CCA
1358
Conestoga Capital Advisors
Pennsylvania
$479K +$9.01K +15 +2%
CCA
1359
Cobblestone Capital Advisors
New York
$473K +$463K +771 New
UIA
1360
Ulland Investment Advisors
Minnesota
$471K
BWA
1361
BlueSky Wealth Advisors
North Carolina
$470K
PCS
1362
Private Client Services
Kentucky
$468K -$5.41K -9 -1%
AFW
1363
Avantra Family Wealth
Pennsylvania
$467K -$253K -422 -36%
TWP
1364
Triad Wealth Partners
Kansas
$466K +$5.41K +9 +1%
C
1365
Certuity
Florida
$466K -$61.3K -102 -12%
CCM
1366
Chilton Capital Management
Texas
$465K -$1.55M -2,584 -77%
KFP
1367
KMG Fiduciary Partners
Ohio
$465K
NAMNJ
1368
NorthStar Asset Management (New Jersey)
New Jersey
$464K +$28.8K +48 +7%
1CP
1369
17 Capital Partners
Arizona
$463K +$9.01K +15 +2%
GCP
1370
Gill Capital Partners
Colorado
$462K -$601 -1 -0.1%
Betterment LLC
1371
Betterment LLC
New York
$462K +$3.6K +6 +0.8%
4A
1372
4Wealth Advisors
Illinois
$462K +$107K +178 +31%
AF
1373
Arrow Financial
New York
$460K
AGWCA
1374
Annis Gardner Whiting Capital Advisors
Florida
$460K -$2.4K -4 -0.5%
CA
1375
Crewe Advisors
Utah
$459K +$78.7K +131 +21%

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.