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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 %
FA
1651
Fortis Advisors
Pennsylvania
$246K – – –
LW
1652
Linscomb Wealth
Texas
$246K +$9.21K +15 +4%
SIM
1653
Stratos Investment Management
Ohio
$245K +$13.5K +22 +6%
MME
1654
Meag Munich Ergo
Germany
$244K – – –
LIA
1655
LifePlan Investment Advisors
North Carolina
$243K +$1.23K +2 +0.5%
PDL
1656
Portfolio Design Labs
California
$243K -$504K -821 -68%
JIP
1657
Jaffetilchin Investment Partners
Florida
$242K -$6.14K -10 -2%
GAM
1658
Gemmer Asset Management
California
$241K -$53.4K -87 -18%
GLLW
1659
Graves Light Lenhart Wealth
Virginia
$241K +$614 +1 +0.3%
MNBTD
1660
Moody National Bank Trust Division
Texas
$241K +$241K +392 New
GC
1661
Grimes & Company
Massachusetts
$240K +$14.7K +24 +7%
TYCC
1662
Texas Yale Capital Corp
Florida
$239K +$239K +390 New
BPW
1663
Bingham Private Wealth
California
$239K -$348K -567 -59%
RWI
1664
Red Wave Investments
Pennsylvania
$239K -$614 -1 -0.3%
SW
1665
Solidarity Wealth
Utah
$238K – – –
AWM
1666
Aries Wealth Management
Maine
$238K +$238K +388 New
IA
1667
IFG Advisory
Georgia
$238K -$7.98K -13 -3%
AHL
1668
Abel Hall LLC
Louisiana
$236K +$236K +385 New
VLKIM
1669
Van Lanschot Kempen Investment Management
Netherlands
$235K -$737K -1,201 -76%
GA
1670
Goldstein Advisors
Wisconsin
$234K +$234K +382 New
GWANC
1671
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K +$7.37K +12 +3%
CW
1672
Channel Wealth
California
$233K +$233K +380 New
HTWM
1673
Hartmann Taylor Wealth Management
Texas
$233K +$233K +380 New
LI
1674
LMCG Investments
Massachusetts
$232K -$17.8K -29 -7%
SC
1675
Seldon Capital
California
$232K – – –
65 66
67
68 69