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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 %
S
1726
Sunpointe
Missouri
$208K +$2.46K +4 +1%
RFM
1727
Royal Fund Management
Florida
$208K +$208K +338 New
HI
1728
Harbour Investments
Wisconsin
$207K -$5.53K -9 -3%
YP
1729
YANKCOM Partnership
South Dakota
$207K +$31.3K +51 +18%
CFGW
1730
Chancellor Financial Group WB
Pennsylvania
$207K – – –
GSWM
1731
Golden State Wealth Management
California
$206K +$614 +1 +0.3%
SSB
1732
Sandy Spring Bank
Maryland
$206K – – –
FOA
1733
Five Oceans Advisors
California
$206K – – –
USWIA
1734
UP Strategic Wealth Investment Advisors
Pennsylvania
$206K +$206K +336 New
SIM
1735
SSI Investment Management
California
$206K -$10.4K -17 -5%
WA
1736
Westfuller Advisors
New York
$205K – – –
APA
1737
Astoria Portfolio Advisors
New York
$204K +$204K +343 New
PPC
1738
Park Place Capital
Alabama
$204K +$13.5K +22 +7%
GGS
1739
Galvin Gaustad & Stein
Arizona
$204K – – –
MHC
1740
May Hill Capital
Massachusetts
$203K -$43.6K -71 -18%
PFS
1741
Physicians Financial Services
North Carolina
$203K +$203K +331 New
PW
1742
PUREfi Wealth
Massachusetts
$202K +$202K +329 New
MQWP
1743
Morey & Quinn Wealth Partners
Nebraska
$202K +$202K +329 New
NGA
1744
Naples Global Advisors
Florida
$201K – – –
OAS
1745
Optivise Advisory Services
Tennessee
$201K +$201K +327 New
OPW
1746
Osprey Private Wealth
New York
$200K – – –
WA
1747
WPG Advisers
Maryland
$198K -$56.5K -92 -22%
NWM
1748
Nova Wealth Management
Florida
$196K -$37.5K -61 -16%
HWM
1749
Hemington Wealth Management
Virginia
$193K +$9.19K +15 +5%
RTC
1750
Riverview Trust Company
Washington
$192K -$4.3K -7 -2%
68 69
70
71 72