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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 %
PWA
1751
Physician Wealth Advisors
Utah
$187K -$11.7K -19 -6%
BCM
1752
Berbice Capital Management
New York
$184K -$208K -338 -53%
Cohen & Steers
1753
Cohen & Steers
New York
$184K +$184K +300 New
CM
1754
Capula Management
Cayman Islands
$182K +$3.07K +5 +2%
DIP
1755
DT Investment Partners
Pennsylvania
$181K – – –
AF
1756
Advisornet Financial
Minnesota
$178K +$7.99K +13 +5%
CFFP
1757
Center for Financial Planning
Michigan
$174K – – –
CWC
1758
Carolinas Wealth Consulting
North Carolina
$173K -$40.5K -66 -19%
VCM
1759
Versant Capital Management
Arizona
$173K -$7.98K -13 -4%
GFPC
1760
Global Financial Private Client
Florida
$169K +$63.2K +103 +60%
MMCM
1761
Murphy & Mullick Capital Management
New York
$165K -$1.84K -3 -1%
C
1762
Covestor
United Kingdom
$161K -$26.4K -43 -14%
WSC
1763
Wellington Shields & Co
New York
$157K – – –
WF
1764
Wayfinding Financial
Washington
$157K +$157K +257 New
WPWM
1765
Western Pacific Wealth Management
Illinois
$157K +$4.91K +8 +3%
RA
1766
Rise Advisors
New York
$150K +$15.3K +25 +11%
OP
1767
ORG Partners
Indiana
$144K +$6.75K +11 +5%
STB
1768
S&T Bank
Pennsylvania
$142K +$1.84K +3 +1%
FMII
1769
Farmers & Merchants Investments Inc
Nebraska
$142K +$26.4K +43 +23%
DAM
1770
Delta Asset Management
Tennessee
$140K – – –
MSG
1771
Main Street Group
Virginia
$139K – – –
AIC
1772
Archer Investment Corporation
Indiana
$132K +$123K +200 +1,333%
DJSG
1773
D.J. St. Germain
Massachusetts
$127K – – –
NC
1774
North Capital
Utah
$126K +$126K +206 New
HIM
1775
Hillsdale Investment Management
Ontario, Canada
$124K -$36.8K -60 -23%
69 70
71
72 73