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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 %
SWM
1376
SeaCrest Wealth Management
New York
$442K -$19K -31 -4%
NFG
1377
Nations Financial Group
Iowa
$441K -$177K -289 -29%
HAS
1378
HBW Advisory Services
California
$440K -$14.1K -23 -3%
CAM
1379
Costello Asset Management
Pennsylvania
$438K +$438K +713 New
BG
1380
Bahl & Gaynor
Ohio
$437K -$61.4K -100 -12%
PWG
1381
Portside Wealth Group
Utah
$437K +$51K +83 +13%
FA
1382
Faithward Advisors
Pennsylvania
$435K -$48.5K -79 -10%
SPWG
1383
Sage Private Wealth Group
Illinois
$434K +$30.7K +50 +8%
G
1384
GenTrust
Florida
$434K +$614 +1 +0.1%
FSA
1385
Fort Sheridan Advisors
Illinois
$434K – – –
OWP
1386
Obermeyer Wealth Partners
Colorado
$434K -$1.23K -2 -0.3%
OLA
1387
Oliver Luxxe Assets
New Jersey
$433K -$878K -1,430 -67%
TW
1388
Transform Wealth
Colorado
$433K -$111K -180 -20%
SS
1389
SBI Securities
Japan
$433K -$1.23K -2 -0.3%
USB
1390
Union Savings Bank
Connecticut
$433K – – –
CG
1391
Cynosure Group
Utah
$432K +$44.8K +73 +12%
AWM
1392
Atticus Wealth Management
Florida
$431K +$86K +140 +25%
MYIA
1393
Mount Yale Investment Advisors
Colorado
$430K -$150K -245 -26%
PWMG
1394
Prestige Wealth Management Group
New Jersey
$430K +$2.46K +4 +0.6%
CICI
1395
Capital Investment Counsel Inc
North Carolina
$430K – – –
PK
1396
Pflug Koory
Nebraska
$430K – – –
MCWA
1397
Meadow Creek Wealth Advisors
Georgia
$429K -$149K -242 -26%
RCAG
1398
Rehmann Capital Advisory Group
Michigan
$429K +$6.14K +10 +1%
MAG
1399
M3 Advisory Group
Massachusetts
$428K -$110K -179 -20%
TW
1400
Traveka Wealth
California
$425K +$50.3K +82 +13%
54 55
56
57 58