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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 %
CCA
1601
Cottonwood Capital Advisors
Utah
$265K -$33.2K -54 -11%
AGA
1602
Arkos Global Advisors
Texas
$265K +$265K +431 New
TVAMP
1603
Tennessee Valley Asset Management Partners
Tennessee
$265K – – –
EFP
1604
Elser Financial Planning
Indiana
$264K +$264K +430 New
BBNB
1605
Baker Boyer National Bank
Washington
$264K – – –
BWM
1606
BlackDiamond Wealth Management
New York
$264K -$13.7K -21 -5%
WCF
1607
West Coast Financial
California
$263K +$614 +1 +0.2%
CAM
1608
Concorde Asset Management
Michigan
$262K -$60.8K -102 -19%
AIM
1609
Acropolis Investment Management
Missouri
$262K +$1.84K +3 +0.7%
CAM
1610
Cidel Asset Management
Ontario, Canada
$262K +$22.1K +36 +9%
BAM
1611
Berkshire Asset Management
Pennsylvania
$261K +$3.28K +5 +1%
JSC
1612
Jackson Square Capital
California
$261K – – –
JWCA
1613
J.W. Coons Advisors
Ohio
$260K -$74.3K -121 -22%
AWA
1614
Amplius Wealth Advisors
Pennsylvania
$260K +$9.82K +16 +4%
CPA
1615
Capital Performance Advisors
California
$260K +$260K +423 New
LNB
1616
Ledyard National Bank
$260K -$31.9K -52 -11%
CAI
1617
Capital Advisors Inc
Oklahoma
$259K -$54.6K -89 -17%
SA
1618
Scarborough Advisors
Maryland
$258K +$613 +1 +0.2%
FFA
1619
Florida Financial Advisors
Florida
$257K +$34.4K +56 +15%
EA
1620
Emerald Advisors
Washington
$256K +$27K +44 +12%
SF
1621
Seek First
California
$256K +$256K +417 New
PFG
1622
Putney Financial Group
California
$256K – – –
BLC
1623
Brown, Lisle/Cummings
Rhode Island
$256K +$4.3K +7 +2%
FW
1624
FullCircle Wealth
Texas
$256K +$256K +414 New
VAF
1625
Values Added Financial
District of Columbia
$255K -$1.84K -3 -0.7%
63 64
65
66 67