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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
PCA
1651
Pallas Capital Advisors
Massachusetts
$255K +$249K +415 New
PFA
1652
Pure Financial Advisors
California
$255K +$54K +90 +28%
CWM
1653
Concentrum Wealth Management
California
$255K -$14.4K -24 -5%
AAS
1654
Ameritas Advisory Services
Nebraska
$255K -$366K -610 -60%
SP
1655
Stonebrook Private
Michigan
$254K +$12.6K +21 +5%
KIM
1656
Kestra Investment Management
Texas
$254K -$49.8K -83 -17%
EWA
1657
Etesian Wealth Advisors
Oregon
$254K
JWM
1658
Jeppson Wealth Management
California
$254K +$1.8K +3 +0.7%
RIL
1659
Rothschild Investment LLC
Illinois
$253K -$7.81K -13 -3%
JAG
1660
Journey Advisory Group
Kentucky
$252K -$392K -652 -61%
TNA
1661
True North Advisors
Texas
$251K
TSS
1662
Two Sigma Securities
New York
$251K -$1.66M -2,765 -87%
ABC
1663
Associated Banc-Corp
Wisconsin
$251K +$5.41K +9 +2%
OCM
1664
One Capital Management
California
$249K +$244K +406 New
PHWM
1665
Pine Harbor Wealth Management
Maryland
$248K +$601 +1 +0.2%
AL
1666
Aspiriant LLC
California
$248K -$130K -216 -35%
CP
1667
Canopy Partners
Ohio
$247K +$6.61K +11 +3%
BAAM
1668
Baker Avenue Asset Management
California
$247K +$9.01K +15 +4%
PMSA
1669
Patrick M. Sweeney & Associates
Illinois
$246K
LJHT
1670
Laurie J. Hall Trustee
$246K
CAM
1671
Carret Asset Management
New York
$246K
FA
1672
Fortis Advisors
Pennsylvania
$246K
LWM
1673
Luminvest Wealth Management
Arizona
$246K
PBF
1674
Petix & Botte Financial
California
$246K
LW
1675
Linscomb Wealth
Texas
$246K +$9.01K +15 +4%

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.