INTU icon

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 %
CAWM
1551
Capital A Wealth Management
Pennsylvania
$294K +$44.2K +72 +18%
TFIPS
1552
Towarzystwo Funduszy Inwestycyjnych PZU SA
$292K +$21.5K +35 +8%
SFP
1553
Shepherd Financial Partners
Massachusetts
$291K +$35K +57 +14%
SFG
1554
Synergy Financial Group
California
$289K -$2.46K -4 -0.8%
MWA
1555
MN Wealth Advisors
Kansas
$288K +$288K +469 New
WFI
1556
West Family Investments
California
$286K -$35K -57 -11%
OWA
1557
Opal Wealth Advisors
New York
$285K +$8.6K +14 +3%
GKFF
1558
George Kaiser Family Foundation
Oklahoma
$285K +$285K +464 New
PGCM
1559
Prescott Group Capital Management
Oklahoma
$285K +$285K +464 New
LI
1560
Lafayette Investments
Maryland
$284K +$66.9K +109 +31%
TWM
1561
Tanager Wealth Management
United Kingdom
$284K +$20.3K +33 +8%
UCB
1562
United Community Bank
South Carolina
$284K +$66.3K +108 +30%
EWS
1563
Eagle Wealth Strategies
New Jersey
$284K +$3.68K +6 +1%
CFAM
1564
Center For Asset Management
Florida
$283K +$20.3K +33 +8%
WC
1565
Wynn Capital
Georgia
$282K -$6.14K -10 -2%
F8IS
1566
Figure 8 Investment Strategies
Idaho
$282K -$215K -350 -43%
ES
1567
Eagle Strategies
New York
$282K – – –
KPWG
1568
KFA Private Wealth Group
Virginia
$281K +$1.84K +3 +0.7%
JC
1569
JB Capital
Connecticut
$280K -$1.84K -3 -0.7%
SRC
1570
Sage Rhino Capital
California
$280K +$6.75K +11 +2%
KWM
1571
Keebeck Wealth Management
Illinois
$279K – – –
OA
1572
Oxbow Advisors
Texas
$279K – – –
LF
1573
LifeSteps Financial
California
$279K – – –
CG
1574
Corundum Group
Colorado
$279K +$14.7K +24 +6%
FA
1575
Fermata Advisors
California
$278K -$68.8K -112 -20%
61 62
63
64 65