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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 %
BF
1426
Brooklyn FI
New York
$393K -$57.7K -94 -13%
SLT
1427
St Louis Trust
Missouri
$393K -$20.9K -34 -5%
HFAS
1428
Hummer Financial Advisory Services
Illinois
$393K – – –
HT
1429
Heritage Trust
Oklahoma
$393K +$2.46K +4 +0.6%
NDSI
1430
Newman Dignan & Sheerar Inc
Rhode Island
$393K +$24.6K +40 +7%
PWP
1431
Perfromance Wealth Partners
Illinois
$390K -$18.4K -30 -5%
ATS
1432
Ashton Thomas Securities
New York
$389K -$560K -920 -59%
DE
1433
Diversified Enterprises
Delaware
$388K +$192K +313 +98%
PWM
1434
Pacific Wealth Management
California
$386K – – –
SCA
1435
Southern Capital Advisors
Tennessee
$386K -$1.74M -2,831 -82%
CJ
1436
Caitlin John
Michigan
$385K -$140K -228 -27%
AWM
1437
Accurate Wealth Management
Florida
$384K -$779K -1,324 -67%
WA
1438
WP Advisors
California
$383K +$614 +1 +0.2%
KWA
1439
Kingswood Wealth Advisors
California
$381K -$11.1K -18 -3%
ARC
1440
Advisor Resource Council
Texas
$381K +$381K +680 New
CM
1441
Cercano Management
Washington
$380K – – –
BIA
1442
Bigelow Investment Advisors
Maine
$379K -$83.5K -136 -18%
CFO
1443
CVA Family Office
Colorado
$378K +$26.4K +43 +8%
RP
1444
Riverwater Partners
Wisconsin
$377K -$49.1K -80 -12%
DIS
1445
Diversified Investment Strategies
Louisiana
$377K – – –
MCM
1446
Manchester Capital Management
Vermont
$377K +$55.9K +91 +17%
MIAS
1447
Mason Investment Advisory Services
Virginia
$376K -$117K -191 -24%
VBFP
1448
Valtinson Bruner Financial Planning
Minnesota
$376K – – –
CCWM
1449
Correct Capital Wealth Management
Missouri
$374K -$317K -516 -46%
DWM
1450
David Wealth Management
Virginia
$374K – – –
56 57
58
59 60