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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
AGA
1626
Arkos Global Advisors
Texas
$265K +$259K +431 New
TVAMP
1627
Tennessee Valley Asset Management Partners
Tennessee
$265K
EFP
1628
Elser Financial Planning
Indiana
$264K +$258K +430 New
BBNB
1629
Baker Boyer National Bank
Washington
$264K
BWM
1630
BlackDiamond Wealth Management
New York
$264K -$12.6K -21 -5%
WCF
1631
West Coast Financial
California
$263K +$601 +1 +0.2%
CAM
1632
Concorde Asset Management
Michigan
$262K -$61.3K -102 -19%
AIM
1633
Acropolis Investment Management
Missouri
$262K +$1.8K +3 +0.7%
CAM
1634
Cidel Asset Management
Ontario, Canada
$262K +$21.6K +36 +9%
BAM
1635
Berkshire Asset Management
Pennsylvania
$261K +$3K +5 +1%
JSC
1636
Jackson Square Capital
California
$261K
JWCA
1637
J.W. Coons Advisors
Ohio
$260K -$72.7K -121 -22%
AWA
1638
Amplius Wealth Advisors
Pennsylvania
$260K +$9.61K +16 +4%
CPA
1639
Capital Performance Advisors
California
$260K +$254K +423 New
LNB
1640
Ledyard National Bank
$260K -$31.2K -52 -11%
CAI
1641
Capital Advisors Inc
Oklahoma
$259K -$53.4K -89 -17%
SA
1642
Scarborough Advisors
Maryland
$258K +$601 +1 +0.2%
FFA
1643
Florida Financial Advisors
Florida
$257K +$33.6K +56 +15%
EA
1644
Emerald Advisors
Washington
$256K +$26.4K +44 +12%
SF
1645
Seek First
California
$256K +$250K +417 New
PFG
1646
Putney Financial Group
California
$256K
BLC
1647
Brown, Lisle/Cummings
Rhode Island
$256K +$4.2K +7 +2%
FW
1648
FullCircle Wealth
Texas
$256K +$249K +414 New
VAF
1649
Values Added Financial
District of Columbia
$255K -$1.8K -3 -0.7%
CT
1650
Colonial Trust
South Carolina
$255K -$31.2K -52 -11%

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.