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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
BFA
1476
Bragg Financial Advisors
North Carolina
$371K -$1.2K -2 -0.3%
CAM
1477
Columbia Asset Management
Michigan
$370K
ECAM
1478
East Coast Asset Management
Massachusetts
$368K
GA
1479
Gordian Advisors
Arizona
$368K
SAMT
1480
Select Asset Management & Trust
Pennsylvania
$368K
TWA
1481
TCI Wealth Advisors
Arizona
$367K -$15.6K -26 -4%
BB
1482
Berkshire Bank
Massachusetts
$367K -$2.4K -4 -0.7%
GCA
1483
Gradient Capital Advisors
California
$367K +$4.8K +8 +1%
BFA
1484
Beaumont Financial Advisors
Massachusetts
$365K -$103K -172 -22%
FFO
1485
Fortitude Family Office
Arizona
$365K -$10.8K -18 -3%
UAG
1486
United Advisor Group
Ohio
$365K +$141K +235 +65%
PIA
1487
Perennial Investment Advisors
California
$364K -$11.4K -19 -3%
CNB
1488
Camden National Bank
Maine
$364K -$18.6K -31 -5%
BAM
1489
Belpointe Asset Management
Nevada
$362K +$12K +20 +4%
SIC
1490
Salem Investment Counselors
North Carolina
$362K +$5.41K +9 +2%
NC
1491
NovaPoint Capital
Georgia
$361K -$70.3K -117 -17%
3IP
1492
3Chopt Investment Partners
Virginia
$360K +$352K +587 New
NERM
1493
New England Research & Management
Illinois
$360K +$6.61K +11 +2%
BB
1494
Busey Bank
Illinois
$358K +$16.2K +27 +5%
CHP
1495
Cable Hill Partners
Oregon
$358K +$66.1K +110 +24%
WAP
1496
Wealthcare Advisory Partners
Pennsylvania
$357K -$47.4K -79 -12%
PG
1497
Proffitt & Goodson
Tennessee
$357K +$6.61K +11 +2%
LI
1498
LifeWealth Investments
Florida
$357K +$349K +582 New
CMA
1499
Cedar Mountain Advisors
Oregon
$356K -$601 -1 -0.2%
AWM
1500
Aviso Wealth Management
Washington
$356K +$130K +217 +60%

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.