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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
BBNA
1501
Bremer Bank National Association
Minnesota
$354K +$67.9K +113 +24%
EW
1502
Elyxium Wealth
California
$351K +$343K +572 New
TCM
1503
Telos Capital Management
California
$350K -$18K -30 -5%
SFS
1504
Security Financial Services
Indiana
$349K +$37.8K +63 +12%
HFA
1505
High Falls Advisors
New York
$348K
BLAM
1506
Bourne Lent Asset Management
New York
$348K
CCB
1507
Country Club Bank
Missouri
$347K
AWM
1508
Aprio Wealth Management
Georgia
$347K +$33.6K +56 +11%
LAMNM
1509
Longview Asset Management (New Mexico)
New Mexico
$346K
NMG
1510
New Millennium Group
Utah
$345K -$1.27M -2,113 -79%
WMA
1511
Wealth Management Associates
New Jersey
$345K -$3K -5 -0.9%
BC
1512
Burney Company
Virginia
$345K +$81.7K +136 +32%
SIA
1513
Soltis Investment Advisors
Utah
$343K +$62.5K +104 +23%
DOA
1514
D'Orazio & Associates
Virginia
$341K +$23.4K +39 +8%
IUHSA
1515
Itau Unibanco Holding S.A.
Brazil
$340K +$333K +554 New
ALAM
1516
Asahi Life Asset Management
Japan
$340K -$324K -540 -49%
AWA
1517
AGH Wealth Advisors
Kansas
$338K -$29.4K -49 -8%
JCM
1518
Jacobsen Capital Management
Utah
$338K +$21K +35 +7%
TC
1519
Truvestments Capital
Florida
$338K -$322K -537 -49%
BMWS
1520
Brady Martz Wealth Solutions
North Dakota
$338K +$1.2K +2 +0.4%
SWM
1521
Scissortail Wealth Management
Oklahoma
$336K -$150K -250 -31%
LW
1522
Libra Wealth
California
$336K
AWA
1523
Authentikos Wealth Advisory
California
$335K
TP
1524
Tranquility Partners
Tennessee
$335K +$3K +5 +0.9%
VWM
1525
Vigilare Wealth Management
Arizona
$334K -$17.4K -29 -5%

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.