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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
RFM
1751
Royal Fund Management
Florida
$208K +$203K +338 New
HI
1752
Harbour Investments
Wisconsin
$207K -$5.41K -9 -3%
YP
1753
YANKCOM Partnership
South Dakota
$207K +$30.6K +51 +18%
CFGW
1754
Chancellor Financial Group WB
Pennsylvania
$207K
GSWM
1755
Golden State Wealth Management
California
$206K +$601 +1 +0.3%
FOA
1756
Five Oceans Advisors
California
$206K
SSB
1757
Sandy Spring Bank
Maryland
$206K
USWIA
1758
UP Strategic Wealth Investment Advisors
Pennsylvania
$206K +$202K +336 New
SIM
1759
SSI Investment Management
California
$206K -$10.2K -17 -5%
WA
1760
Westfuller Advisors
New York
$205K
APA
1761
Astoria Portfolio Advisors
New York
$204K +$206K +343 New
PPC
1762
Park Place Capital
Alabama
$204K +$13.2K +22 +7%
GGS
1763
Galvin Gaustad & Stein
Arizona
$204K
MHC
1764
May Hill Capital
Massachusetts
$203K -$42.6K -71 -18%
PFS
1765
Physicians Financial Services
North Carolina
$203K +$199K +331 New
PW
1766
PUREfi Wealth
Massachusetts
$202K +$198K +329 New
MQWP
1767
Morey & Quinn Wealth Partners
Nebraska
$202K +$198K +329 New
NGA
1768
Naples Global Advisors
Florida
$201K
OAS
1769
Optivise Advisory Services
Tennessee
$201K +$196K +327 New
OPW
1770
Osprey Private Wealth
New York
$200K
WA
1771
WPG Advisers
Maryland
$198K -$55.2K -92 -22%
NWM
1772
Nova Wealth Management
Florida
$196K -$36.6K -61 -16%
HWM
1773
Hemington Wealth Management
Virginia
$193K +$9.01K +15 +5%
RTC
1774
Riverview Trust Company
Washington
$192K -$4.2K -7 -2%
PWA
1775
Physician Wealth Advisors
Utah
$187K -$11.4K -19 -6%

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.