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Intuit

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
WMP
1526
Wealth Management Partners
Arizona
$333K -$13.8K -23 -4%
TCM
1527
Tufton Capital Management
Maryland
$331K
ESB
1528
Essex Savings Bank
Connecticut
$330K -$64.9K -108 -17%
IC
1529
Inscription Capital
Texas
$329K +$304K +506 New
EWM
1530
Endowment Wealth Management
Wisconsin
$328K +$6.61K +11 +2%
NAM
1531
NTV Asset Management
West Virginia
$326K +$106K +176 +50%
FIA
1532
Foundations Investment Advisors
Arizona
$326K -$81.7K -136 -20%
KFS
1533
Kurt F. Somerville
$325K
RMC
1534
Resources Management Corp
Connecticut
$325K -$39.6K -66 -11%
MPM
1535
MBB Public Markets
Illinois
$323K +$316K +526 New
MWS
1536
MFA Wealth Services
California
$323K -$35.4K -59 -10%
BWM
1537
BankPlus Wealth Management
Mississippi
$322K +$315K +525 New
SW
1538
Simplicity Wealth
New Jersey
$322K -$26.4K -44 -8%
CICC
1539
Capital Investment Counsel (Colorado)
Colorado
$322K +$26.4K +44 +9%
TPA
1540
Trivium Point Advisory
Connecticut
$321K +$52.2K +87 +20%
PIA
1541
Powell Investment Advisors
Florida
$321K
SAG
1542
SageView Advisory Group
California
$321K +$2.4K +4 +0.8%
WWM
1543
Wolff Wiese Magana
California
$320K +$9.61K +16 +3%
SPA
1544
Sherbrooke Park Advisers
New York
$320K +$49.8K +83 +19%
EFG
1545
Ethos Financial Group
Pennsylvania
$319K
KCIC
1546
Kuhn & Co Investment Counsel
Illinois
$319K -$16.8K -28 -5%
BP
1547
BBR Partners
New York
$317K +$13.2K +22 +4%
MHR
1548
Matthew Hamilton Rosenberg
$315K
SIM
1549
Studio Investment Management
Illinois
$314K -$25.2K -42 -8%
ECM
1550
Elgethun Capital Management
South Dakota
$311K -$45K -75 -13%

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.