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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
SIM
1676
Stratos Investment Management
Ohio
$245K +$13.2K +22 +6%
MME
1677
Meag Munich Ergo
Germany
$244K
LIA
1678
LifePlan Investment Advisors
North Carolina
$243K +$1.2K +2 +0.5%
PDL
1679
Portfolio Design Labs
California
$243K -$493K -821 -68%
JIP
1680
Jaffetilchin Investment Partners
Florida
$242K -$6K -10 -2%
GAM
1681
Gemmer Asset Management
California
$241K -$52.2K -87 -18%
GLLW
1682
Graves Light Lenhart Wealth
Virginia
$241K +$601 +1 +0.3%
MNBTD
1683
Moody National Bank Trust Division
Texas
$241K +$235K +392 New
GC
1684
Grimes & Company
Massachusetts
$240K +$14.4K +24 +7%
TYCC
1685
Texas Yale Capital Corp
Florida
$239K +$234K +390 New
BPW
1686
Bingham Private Wealth
California
$239K -$340K -567 -59%
RWI
1687
Red Wave Investments
Pennsylvania
$239K -$601 -1 -0.3%
SW
1688
Solidarity Wealth
Utah
$238K
AWM
1689
Aries Wealth Management
Maine
$238K +$233K +388 New
IA
1690
IFG Advisory
Georgia
$238K -$7.81K -13 -3%
AHL
1691
Abel Hall LLC
Louisiana
$236K +$231K +385 New
VLKIM
1692
Van Lanschot Kempen Investment Management
Netherlands
$235K -$721K -1,201 -76%
GA
1693
Goldstein Advisors
Wisconsin
$234K +$229K +382 New
GWANC
1694
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K +$7.21K +12 +3%
CW
1695
Channel Wealth
California
$233K +$228K +380 New
HTWM
1696
Hartmann Taylor Wealth Management
Texas
$233K +$228K +380 New
LI
1697
LMCG Investments
Massachusetts
$232K -$17.4K -29 -7%
SC
1698
Seldon Capital
California
$232K
PCH
1699
PGIM Custom Harvest
New Jersey
$231K -$87.1K -145 -28%
GEM
1700
Global Endowment Management
North Carolina
$231K -$174K -290 -43%

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.