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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 %
PCH
1676
PGIM Custom Harvest
New Jersey
$231K -$89K -145 -28%
GEM
1677
Global Endowment Management
North Carolina
$231K -$178K -290 -43%
QFA
1678
Quantum Financial Advisors
California
$231K -$9.2K -15 -4%
SCM
1679
SCS Capital Management
Massachusetts
$231K +$231K +376 New
CIA
1680
Compass Ion Advisors
Pennsylvania
$230K +$3.07K +5 +1%
DCA
1681
DSG Capital Advisors
Minnesota
$230K -$6.14K -10 -3%
WB
1682
West Bancorporation
Iowa
$230K -$2.46K -4 -1%
BW
1683
BIP Wealth
Georgia
$230K -$614 -1 -0.3%
AAMA
1684
Advanced Asset Management Advisors
Ohio
$230K – – –
CAM
1685
Claret Asset Management
Quebec, Canada
$230K -$1.23K -2 -0.5%
CAM
1686
Creekmur Asset Management
Illinois
$230K +$215K +350 +1,400%
CRWM
1687
Castle Rock Wealth Management
California
$230K +$1.84K +3 +0.8%
SCM
1688
Schnieders Capital Management
California
$229K -$184K -300 -45%
GD
1689
Grandfield & Dodd
New York
$229K -$79.8K -130 -26%
CG
1690
CFO4Life Group
Texas
$229K +$17.2K +28 +8%
CAM
1691
Covenant Asset Management
New Jersey
$228K -$2.35M -3,826 -91%
CA
1692
CoreCap Advisors
Michigan
$228K -$86K -140 -27%
RCA
1693
Ranch Capital Advisors
Florida
$227K -$29.5K -48 -11%
EAM
1694
Empirical Asset Management
Massachusetts
$227K +$227K +370 New
SIA
1695
SGL Investment Advisors
Montana
$226K -$6.56K -10 -3%
SCA
1696
Sandy Cove Advisors
Massachusetts
$225K +$19.7K +32 +10%
WGCA
1697
Wolf Group Capital Advisors
Virginia
$225K +$225K +367 New
HIG
1698
Heritage Investment Group
Florida
$223K – – –
AB
1699
Atlas Brown
Kentucky
$223K +$5.53K +9 +3%
CWG
1700
Crown Wealth Group
North Carolina
$222K -$20.3K -33 -8%
66 67
68
69 70