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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 %
CPG
1776
Cornerstone Planning Group
New Jersey
$124K +$79.3K +133 +177%
FNWA
1777
Financial Network Wealth Advisors
Utah
$123K +$33.2K +54 +37%
PBK
1778
Peoples Bank (Kansas)
Kansas
$123K – – –
BCM
1779
Birch Capital Management
Texas
$121K – – –
BSC
1780
Brown Shipley & Co
United Kingdom
$119K – – –
CA
1781
Continuum Advisory
Idaho
$117K +$4.91K +8 +4%
PWAM
1782
Private Wealth Asset Management
Iowa
$115K +$115K +188 New
GPI
1783
General Partner Inc
Pennsylvania
$115K – – –
ITIM
1784
Indiana Trust & Investment Management
Indiana
$111K – – –
AT
1785
Avalon Trust
New Mexico
$109K – – –
IWM
1786
IMG Wealth Management
Florida
$109K -$17.2K -28 -14%
MSWM
1787
Mowery & Schoenfeld Wealth Management
Illinois
$108K +$7.37K +12 +7%
WT
1788
Washington Trust
Rhode Island
$108K +$1.84K +3 +2%
SO
1789
Sierra Ocean
California
$107K -$8.6K -14 -7%
HCP
1790
Hexagon Capital Partners
Arkansas
$104K -$49.1K -80 -32%
GCM
1791
GKV Capital Management
California
$104K – – –
ABWM
1792
Alpine Bank Wealth Management
Colorado
$98.9K +$98.9K +161 New
GKIM
1793
GW&K Investment Management
Massachusetts
$98K +$8.63K +14 +10%
CT
1794
Coastline Trust
Rhode Island
$93.9K -$64.5K -105 -41%
PMFA
1795
Plante Moran Financial Advisors
Michigan
$93.3K -$119K -194 -56%
IBOK
1796
Independence Bank of Kentucky
Kentucky
$92.1K -$15.4K -25 -14%
FMTCOCP
1797
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K – – –
NS
1798
NBC Securities
Alabama
$92K +$92K +151 New
WBC
1799
West Branch Capital
Massachusetts
$91.8K +$82.6K +135 +900%
VIS
1800
Vega Investment Solutions
France
$86.6K +$86.6K +141 New
70 71
72
73 74