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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 %
MHR
1526
Matthew Hamilton Rosenberg
$315K – – –
SIM
1527
Studio Investment Management
Illinois
$314K -$25.8K -42 -8%
ECM
1528
Elgethun Capital Management
South Dakota
$311K -$46.1K -75 -13%
PC
1529
Permanens Capital
New York
$310K +$310K +505 New
SB
1530
Sunflower Bank
Texas
$308K +$4.91K +8 +2%
LA
1531
Lifeworks Advisors
Michigan
$307K +$110K +180 +56%
KJHP
1532
K.J. Harrison & Partners
Ontario, Canada
$307K – – –
CC
1533
Callan Capital
California
$307K +$307K +500 New
OFS
1534
Orrstown Financial Services
Pennsylvania
$306K +$17.8K +29 +6%
SCP
1535
Sandhill Capital Partners
New York
$305K – – –
LI
1536
LRI Investments
Florida
$305K -$10.4K -17 -3%
HWP
1537
Highline Wealth Partners
California
$304K +$6.75K +11 +2%
GFA
1538
Grunden Financial Advisory
Texas
$303K – – –
LWM
1539
Lionshead Wealth Management
New York
$303K -$35.6K -58 -11%
KCM
1540
Kathmere Capital Management
Pennsylvania
$302K +$33.2K +54 +12%
AWA
1541
Alta Wealth Advisors
Massachusetts
$302K +$9.22K +15 +3%
BSCCG
1542
Blue Sky Capital Consultants Group
California
$300K -$25.2K -41 -8%
CFSG
1543
Clark Financial Services Group
Missouri
$300K +$300K +488 New
IWP
1544
Invenio Wealth Partners
Florida
$299K -$11.1K -18 -4%
VVP
1545
Venture Visionary Partners
Ohio
$298K -$71.8K -117 -19%
RCA
1546
Resonant Capital Advisors
Wisconsin
$298K +$36.2K +59 +14%
GEA
1547
Glen Eagle Advisors
New Jersey
$296K -$21.5K -35 -7%
BWS
1548
Broadway Wealth Solutions
Texas
$295K +$12.9K +21 +5%
PP
1549
Postrock Partners
Oregon
$295K – – –
MIP
1550
Marietta Investment Partners
Wisconsin
$294K +$19.6K +32 +7%
60 61
62
63 64