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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
BCM
1776
Berbice Capital Management
New York
$184K -$203K -338 -53%
CAIM
1777
Catherine Avery Investment Management
Florida
$184K
Cohen & Steers
1778
Cohen & Steers
New York
$184K +$180K +300 New
CM
1779
Capula Management
Cayman Islands
$182K +$3K +5 +2%
DIP
1780
DT Investment Partners
Pennsylvania
$181K
AF
1781
Advisornet Financial
Minnesota
$178K +$7.81K +13 +5%
CFFP
1782
Center for Financial Planning
Michigan
$174K
CWC
1783
Carolinas Wealth Consulting
North Carolina
$173K -$39.6K -66 -19%
VCM
1784
Versant Capital Management
Arizona
$173K -$7.81K -13 -4%
GFPC
1785
Global Financial Private Client
Florida
$169K +$61.9K +103 +60%
MMCM
1786
Murphy & Mullick Capital Management
New York
$165K -$1.8K -3 -1%
C
1787
Covestor
United Kingdom
$161K -$25.8K -43 -14%
WSC
1788
Wellington Shields & Co
New York
$157K
WF
1789
Wayfinding Financial
Washington
$157K +$154K +257 New
WPWM
1790
Western Pacific Wealth Management
Illinois
$157K +$4.8K +8 +3%
RA
1791
Rise Advisors
New York
$150K +$15K +25 +11%
OP
1792
ORG Partners
Indiana
$144K +$6.61K +11 +5%
STB
1793
S&T Bank
Pennsylvania
$142K +$1.8K +3 +1%
FMII
1794
Farmers & Merchants Investments Inc
Nebraska
$142K +$25.8K +43 +23%
DAM
1795
Delta Asset Management
Tennessee
$140K
MSG
1796
Main Street Group
Virginia
$139K
AIC
1797
Archer Investment Corporation
Indiana
$132K +$120K +200 +1,333%
DJSG
1798
D.J. St. Germain
Massachusetts
$127K
NC
1799
North Capital
Utah
$126K +$124K +206 New
HIM
1800
Hillsdale Investment Management
Ontario, Canada
$124K -$36K -60 -23%

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.