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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 %
CT
1626
Colonial Trust
South Carolina
$255K -$31.9K -52 -11%
PCA
1627
Pallas Capital Advisors
Massachusetts
$255K +$255K +415 New
PFA
1628
Pure Financial Advisors
California
$255K +$55.3K +90 +28%
CWM
1629
Concentrum Wealth Management
California
$255K -$14.7K -24 -5%
AAS
1630
Ameritas Advisory Services
Nebraska
$255K -$383K -610 -60%
SP
1631
Stonebrook Private
Michigan
$254K +$12.9K +21 +5%
KIM
1632
Kestra Investment Management
Texas
$254K -$51K -83 -17%
EWA
1633
Etesian Wealth Advisors
Oregon
$254K – – –
JWM
1634
Jeppson Wealth Management
California
$254K +$1.84K +3 +0.7%
RIL
1635
Rothschild Investment LLC
Illinois
$253K -$7.98K -13 -3%
HBS
1636
Howard Bailey Securities
Indiana
$253K +$3.68K +6 +1%
JAG
1637
Journey Advisory Group
Kentucky
$252K -$400K -652 -61%
TNA
1638
True North Advisors
Texas
$251K – – –
TSS
1639
Two Sigma Securities
New York
$251K -$1.7M -2,765 -87%
ABC
1640
Associated Banc-Corp
Wisconsin
$251K +$5.53K +9 +2%
OCM
1641
One Capital Management
California
$249K +$249K +406 New
PHWM
1642
Pine Harbor Wealth Management
Maryland
$248K +$615 +1 +0.2%
AL
1643
Aspiriant LLC
California
$248K -$133K -216 -35%
CP
1644
Canopy Partners
Ohio
$247K +$6.75K +11 +3%
BAAM
1645
Baker Avenue Asset Management
California
$247K +$9.21K +15 +4%
PMSA
1646
Patrick M. Sweeney & Associates
Illinois
$246K – – –
LJHT
1647
Laurie J. Hall Trustee
$246K – – –
FA
1648
Fortis Advisors
Pennsylvania
$246K – – –
LWM
1649
Luminvest Wealth Management
Arizona
$246K – – –
CAM
1650
Carret Asset Management
New York
$246K – – –
64 65
66
67 68