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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
QFA
1701
Quantum Financial Advisors
California
$231K -$9.01K -15 -4%
SCM
1702
SCS Capital Management
Massachusetts
$231K +$226K +376 New
CIA
1703
Compass Ion Advisors
Pennsylvania
$230K +$3K +5 +1%
DCA
1704
DSG Capital Advisors
Minnesota
$230K -$6K -10 -3%
WB
1705
West Bancorporation
Iowa
$230K -$2.4K -4 -1%
BW
1706
BIP Wealth
Georgia
$230K -$601 -1 -0.3%
AAMA
1707
Advanced Asset Management Advisors
Ohio
$230K
CAM
1708
Claret Asset Management
Quebec, Canada
$230K -$1.2K -2 -0.5%
CAM
1709
Creekmur Asset Management
Illinois
$230K +$210K +350 +1,400%
CRWM
1710
Castle Rock Wealth Management
California
$230K +$1.8K +3 +0.8%
SCM
1711
Schnieders Capital Management
California
$229K -$180K -300 -45%
GD
1712
Grandfield & Dodd
New York
$229K -$78.1K -130 -26%
CG
1713
CFO4Life Group
Texas
$229K +$16.8K +28 +8%
CAM
1714
Covenant Asset Management
New Jersey
$228K -$2.3M -3,826 -91%
CA
1715
CoreCap Advisors
Michigan
$228K -$84.1K -140 -27%
RCA
1716
Ranch Capital Advisors
Florida
$227K -$28.8K -48 -11%
EAM
1717
Empirical Asset Management
Massachusetts
$227K +$222K +370 New
SIA
1718
SGL Investment Advisors
Montana
$226K -$6K -10 -3%
SCA
1719
Sandy Cove Advisors
Massachusetts
$225K +$19.2K +32 +10%
WGCA
1720
Wolf Group Capital Advisors
Virginia
$225K +$220K +367 New
HIG
1721
Heritage Investment Group
Florida
$223K
AB
1722
Atlas Brown
Kentucky
$223K +$5.41K +9 +3%
CWG
1723
Crown Wealth Group
North Carolina
$222K -$19.8K -33 -8%
PB
1724
Pinnacle Bancorp
Nebraska
$222K
XF
1725
XML Financial
Maryland
$221K -$21K -35 -9%

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.