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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
EL
1426
EWA LLC
Pennsylvania
$419K +$14.4K +24 +4%
WC
1427
Woodstock Corp
Massachusetts
$419K -$17.4K -29 -4%
II
1428
Impact Investors
California
$416K -$7.81K -13 -2%
KLCM
1429
KG&L Capital Management
Louisiana
$416K -$250K -417 -38%
CWA
1430
Canvas Wealth Advisors
Kansas
$416K +$73.3K +122 +21%
CAL
1431
Capital Advisors Ltd
Ohio
$416K +$8.41K +14 +2%
SPC
1432
Sigma Planning Corp
Michigan
$415K -$104K -174 -20%
IIC
1433
Integrated Investment Consultants
Michigan
$414K -$235K -392 -37%
PS
1434
Planned Solutions
California
$413K
SIP
1435
Stoneridge Investment Partners
Pennsylvania
$411K -$375K -625 -48%
SC
1436
SouthState Corp
Florida
$409K +$52.2K +87 +15%
UWS
1437
Unique Wealth Strategies
Illinois
$409K -$2.4K -4 -0.6%
CBT
1438
Crews Bank & Trust
Florida
$408K
SP
1439
Saranac Partners
$408K
JFGIW
1440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$403K +$208K +347 +112%
VV
1441
Verity & Verity
South Carolina
$402K +$393K +654 New
BTI
1442
Blue Trust Inc
Georgia
$398K -$240K -400 -38%
TNB
1443
Thomasville National Bank
Georgia
$397K -$1.8K -3 -0.5%
WAG
1444
Winthrop Advisory Group
Massachusetts
$396K -$12K -20 -3%
LWM
1445
Latko Wealth Management
Illinois
$394K -$8.41K -14 -2%
AIA
1446
Accelerate Investment Advisors
California
$394K -$2.4K -4 -0.6%
BF
1447
Brooklyn FI
New York
$393K -$56.4K -94 -13%
SLT
1448
St Louis Trust
Missouri
$393K -$20.4K -34 -5%
HFAS
1449
Hummer Financial Advisory Services
Illinois
$393K
HT
1450
Heritage Trust
Oklahoma
$393K +$2.4K +4 +0.6%

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.