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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 %
LW
1501
Libra Wealth
California
$336K – – –
TP
1502
Tranquility Partners
Tennessee
$335K +$3.07K +5 +0.9%
VWM
1503
Vigilare Wealth Management
Arizona
$334K -$17.8K -29 -5%
WMP
1504
Wealth Management Partners
Arizona
$333K -$14.1K -23 -4%
TCM
1505
Tufton Capital Management
Maryland
$331K – – –
ESB
1506
Essex Savings Bank
Connecticut
$330K -$66.3K -108 -17%
IC
1507
Inscription Capital
Texas
$329K +$329K +506 New
EWM
1508
Endowment Wealth Management
Wisconsin
$328K +$6.75K +11 +2%
NAM
1509
NTV Asset Management
West Virginia
$326K +$108K +176 +50%
FIA
1510
Foundations Investment Advisors
Arizona
$326K -$83.6K -136 -20%
KFS
1511
Kurt F. Somerville
$325K – – –
RMC
1512
Resources Management Corp
Connecticut
$325K -$40.5K -66 -11%
MPM
1513
MBB Public Markets
Illinois
$323K +$323K +526 New
MWS
1514
MFA Wealth Services
California
$323K -$36.2K -59 -10%
BWM
1515
BankPlus Wealth Management
Mississippi
$322K +$322K +525 New
SW
1516
Simplicity Wealth
New Jersey
$322K -$27K -44 -8%
CICC
1517
Capital Investment Counsel (Colorado)
Colorado
$322K +$27K +44 +9%
TPA
1518
Trivium Point Advisory
Connecticut
$321K +$53.4K +87 +20%
PIA
1519
Powell Investment Advisors
Florida
$321K – – –
SAG
1520
SageView Advisory Group
California
$321K +$2.46K +4 +0.8%
WWM
1521
Wolff Wiese Magana
California
$320K +$9.82K +16 +3%
SPA
1522
Sherbrooke Park Advisers
New York
$320K +$51K +83 +19%
EFG
1523
Ethos Financial Group
Pennsylvania
$319K – – –
KCIC
1524
Kuhn & Co Investment Counsel
Illinois
$319K -$17.2K -28 -5%
BP
1525
BBR Partners
New York
$317K +$13.5K +22 +4%
59 60
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62 63