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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
NDSI
1451
Newman Dignan & Sheerar Inc
Rhode Island
$393K +$24K +40 +7%
PWP
1452
Perfromance Wealth Partners
Illinois
$390K -$18K -30 -5%
ATS
1453
Ashton Thomas Securities
New York
$389K -$552K -920 -59%
DE
1454
Diversified Enterprises
Delaware
$388K +$188K +313 +98%
PWM
1455
Pacific Wealth Management
California
$386K
SCA
1456
Southern Capital Advisors
Tennessee
$386K -$1.7M -2,831 -82%
CJ
1457
Caitlin John
Michigan
$385K -$137K -228 -27%
AWM
1458
Accurate Wealth Management
Florida
$384K -$795K -1,324 -67%
WA
1459
WP Advisors
California
$383K +$601 +1 +0.2%
KWA
1460
Kingswood Wealth Advisors
California
$381K -$10.8K -18 -3%
ARC
1461
Advisor Resource Council
Texas
$381K +$408K +680 New
CM
1462
Cercano Management
Washington
$380K
BIA
1463
Bigelow Investment Advisors
Maine
$379K -$81.7K -136 -18%
CFO
1464
CVA Family Office
Colorado
$378K +$25.8K +43 +8%
RP
1465
Riverwater Partners
Wisconsin
$377K -$48K -80 -12%
DIS
1466
Diversified Investment Strategies
Louisiana
$377K
MCM
1467
Manchester Capital Management
Vermont
$377K +$54.6K +91 +17%
MIAS
1468
Mason Investment Advisory Services
Virginia
$376K -$115K -191 -24%
VBFP
1469
Valtinson Bruner Financial Planning
Minnesota
$376K
CCWM
1470
Correct Capital Wealth Management
Missouri
$374K -$310K -516 -46%
DWM
1471
David Wealth Management
Virginia
$374K
SB
1472
Simmons Bank
Arkansas
$373K -$145K -242 -28%
TH
1473
TCTC Holdings
Texas
$373K
MAG
1474
MRA Advisory Group
New Jersey
$373K +$87.7K +146 +32%
AWM
1475
Angeles Wealth Management
California
$372K +$97.9K +163 +37%

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.