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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
SFG
1576
Synergy Financial Group
California
$289K -$2.4K -4 -0.8%
MWA
1577
MN Wealth Advisors
Kansas
$288K +$282K +469 New
WFI
1578
West Family Investments
California
$286K -$34.2K -57 -11%
OWA
1579
Opal Wealth Advisors
New York
$285K +$8.41K +14 +3%
GKFF
1580
George Kaiser Family Foundation
Oklahoma
$285K +$279K +464 New
PGCM
1581
Prescott Group Capital Management
Oklahoma
$285K +$279K +464 New
LI
1582
Lafayette Investments
Maryland
$284K +$65.5K +109 +31%
TWM
1583
Tanager Wealth Management
United Kingdom
$284K +$19.8K +33 +8%
UCB
1584
United Community Bank
South Carolina
$284K +$64.9K +108 +30%
EWS
1585
Eagle Wealth Strategies
New Jersey
$284K +$3.6K +6 +1%
HBS
1586
Howard Bailey Securities
Indiana
$284K +$33.6K +56 +14%
CFAM
1587
Center For Asset Management
Florida
$283K +$19.8K +33 +8%
WC
1588
Wynn Capital
Georgia
$282K -$6K -10 -2%
F8IS
1589
Figure 8 Investment Strategies
Idaho
$282K -$210K -350 -43%
ES
1590
Eagle Strategies
New York
$282K
KPWG
1591
KFA Private Wealth Group
Virginia
$281K +$1.8K +3 +0.7%
JC
1592
JB Capital
Connecticut
$280K -$1.8K -3 -0.7%
SRC
1593
Sage Rhino Capital
California
$280K +$6.61K +11 +2%
NPT
1594
National Philanthropic Trust
Pennsylvania
$279K -$7.21K -12 -3%
KWM
1595
Keebeck Wealth Management
Illinois
$279K
OA
1596
Oxbow Advisors
Texas
$279K
LF
1597
LifeSteps Financial
California
$279K
CG
1598
Corundum Group
Colorado
$279K +$14.4K +24 +6%
FA
1599
Fermata Advisors
California
$278K -$67.3K -112 -20%
AFG
1600
ABLE Financial Group
Arizona
$278K

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.