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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 %
PB
1701
Pinnacle Bancorp
Nebraska
$222K – – –
XF
1702
XML Financial
Maryland
$221K -$21.5K -35 -9%
OF
1703
Optimize Financial
California
$218K +$218K +355 New
RB
1704
Renasant Bank
Mississippi
$217K +$3.07K +5 +1%
CCM
1705
Consolidated Capital Management
California
$217K +$217K +354 New
GDP
1706
Great Diamond Partners
Maine
$217K -$168K -273 -44%
RF
1707
RHS Financial
California
$217K -$10.4K -17 -5%
BOS
1708
Bank of Stockton
California
$217K – – –
TPWM
1709
Twelve Points Wealth Management
Massachusetts
$216K +$1.23K +2 +0.6%
BHCM
1710
Brevan Howard Capital Management
Jersey
$216K +$216K +352 New
AF
1711
Avanza Fonder
Sweden
$216K -$11.2K -18 -5%
SP
1712
Successful Portfolios
Florida
$216K -$4.3K -7 -2%
NCFG
1713
New Century Financial Group
New Jersey
$215K -$390K -636 -65%
MSA
1714
Marino Stram & Associates
Massachusetts
$215K -$8.58K -14 -4%
NFTC
1715
North Forty Two & Co
Oregon
$214K – – –
SIS
1716
Sound Income Strategies
Florida
$214K +$6.75K +11 +3%
NFSG
1717
Newbridge Financial Services Group
Florida
$213K -$8.59K -14 -4%
CCP
1718
Clarkston Capital Partners
Michigan
$212K – – –
MAM
1719
MMA Asset Management
Pennsylvania
$212K +$212K +346 New
BBA
1720
Braun-Bostich & Associates
Pennsylvania
$209K -$19.6K -32 -9%
LWL
1721
Leo Wealth LLC
Texas
$209K -$31.3K -51 -13%
AFP
1722
Ausdal Financial Partners
Iowa
$209K -$614 -1 -0.3%
IP
1723
Ignite Planners
California
$209K -$72.9K -117 -26%
EA
1724
Echo45 Advisors
California
$209K +$209K +340 New
OBWG
1725
Onyx Bridge Wealth Group
New York
$208K -$1.84K -3 -0.9%
67 68
69
70 71