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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
BEW
1726
Burton Enright Welch
California
$221K -$601 -1 -0.3%
OF
1727
Optimize Financial
California
$218K +$213K +355 New
RB
1728
Renasant Bank
Mississippi
$217K +$3K +5 +1%
CCM
1729
Consolidated Capital Management
California
$217K +$213K +354 New
GDP
1730
Great Diamond Partners
Maine
$217K -$164K -273 -44%
RF
1731
RHS Financial
California
$217K -$10.2K -17 -5%
BOS
1732
Bank of Stockton
California
$217K
TPWM
1733
Twelve Points Wealth Management
Massachusetts
$216K +$1.2K +2 +0.6%
BHCM
1734
Brevan Howard Capital Management
Jersey
$216K +$211K +352 New
AF
1735
Avanza Fonder
Sweden
$216K -$10.8K -18 -5%
SP
1736
Successful Portfolios
Florida
$216K -$4.2K -7 -2%
NCFG
1737
New Century Financial Group
New Jersey
$215K -$382K -636 -65%
MSA
1738
Marino Stram & Associates
Massachusetts
$215K -$8.41K -14 -4%
NFTC
1739
North Forty Two & Co
Oregon
$214K
SIS
1740
Sound Income Strategies
Florida
$214K +$6.61K +11 +3%
NFSG
1741
Newbridge Financial Services Group
Florida
$213K -$8.41K -14 -4%
CCP
1742
Clarkston Capital Partners
Michigan
$212K
MAM
1743
MMA Asset Management
Pennsylvania
$212K +$208K +346 New
BBA
1744
Braun-Bostich & Associates
Pennsylvania
$209K -$19.2K -32 -9%
LWL
1745
Leo Wealth LLC
Texas
$209K -$30.6K -51 -13%
AFP
1746
Ausdal Financial Partners
Iowa
$209K -$601 -1 -0.3%
IP
1747
Ignite Planners
California
$209K -$70.3K -117 -26%
EA
1748
Echo45 Advisors
California
$209K +$204K +340 New
OBWG
1749
Onyx Bridge Wealth Group
New York
$208K -$1.8K -3 -0.9%
S
1750
Sunpointe
Missouri
$208K +$2.4K +4 +1%

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.