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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 %
LA
1401
LVW Advisors
New York
$425K +$153K +249 +56%
PWA
1402
Prairie Wealth Advisors
Nebraska
$425K -$15.4K -25 -3%
TCPG
1403
Trivant Custom Portfolio Group
California
$424K -$255K -415 -38%
PCG
1404
Prosperity Consulting Group
Maryland
$423K -$480K -782 -53%
VC
1405
Veracity Capital
Georgia
$422K -$52.2K -85 -11%
PPW
1406
Parcion Private Wealth
Washington
$421K +$39.9K +65 +10%
EL
1407
EWA LLC
Pennsylvania
$419K +$14.7K +24 +4%
WC
1408
Woodstock Corp
Massachusetts
$419K -$17.8K -29 -4%
II
1409
Impact Investors
California
$416K -$7.99K -13 -2%
KLCM
1410
KG&L Capital Management
Louisiana
$416K -$256K -417 -38%
CWA
1411
Canvas Wealth Advisors
Kansas
$416K +$71.2K +122 +21%
CAL
1412
Capital Advisors Ltd
Ohio
$416K +$8.59K +14 +2%
SPC
1413
Sigma Planning Corp
Michigan
$415K -$107K -174 -20%
IIC
1414
Integrated Investment Consultants
Michigan
$414K -$241K -392 -37%
PS
1415
Planned Solutions
California
$413K – – –
SIP
1416
Stoneridge Investment Partners
Pennsylvania
$411K -$384K -625 -48%
SC
1417
SouthState Corp
Florida
$409K +$53.4K +87 +15%
CBT
1418
Crews Bank & Trust
Florida
$408K – – –
JFGIW
1419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$403K +$213K +347 +112%
VV
1420
Verity & Verity
South Carolina
$402K +$402K +654 New
BTI
1421
Blue Trust Inc
Georgia
$398K -$245K -400 -38%
TNB
1422
Thomasville National Bank
Georgia
$397K -$1.84K -3 -0.5%
WAG
1423
Winthrop Advisory Group
Massachusetts
$396K -$12.3K -20 -3%
LWM
1424
Latko Wealth Management
Illinois
$394K -$8.61K -14 -2%
AIA
1425
Accelerate Investment Advisors
California
$394K -$2.46K -4 -0.6%
55 56
57
58 59