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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
CPG
1801
Cornerstone Planning Group
New Jersey
$124K +$79.9K +133 +177%
FNWA
1802
Financial Network Wealth Advisors
Utah
$123K +$32.4K +54 +37%
PBK
1803
Peoples Bank (Kansas)
Kansas
$123K
BCM
1804
Birch Capital Management
Texas
$121K
BSC
1805
Brown Shipley & Co
United Kingdom
$119K
CA
1806
Continuum Advisory
Idaho
$117K +$4.8K +8 +4%
PWAM
1807
Private Wealth Asset Management
Iowa
$115K +$113K +188 New
GPI
1808
General Partner Inc
Pennsylvania
$115K
ITIM
1809
Indiana Trust & Investment Management
Indiana
$111K
AT
1810
Avalon Trust
New Mexico
$109K
IWM
1811
IMG Wealth Management
Florida
$109K -$16.8K -28 -14%
MSWM
1812
Mowery & Schoenfeld Wealth Management
Illinois
$108K +$7.21K +12 +7%
WT
1813
Washington Trust
Rhode Island
$108K +$1.8K +3 +2%
SO
1814
Sierra Ocean
California
$107K -$8.41K -14 -7%
HCP
1815
Hexagon Capital Partners
Arkansas
$104K -$48K -80 -32%
GCM
1816
GKV Capital Management
California
$104K
ABWM
1817
Alpine Bank Wealth Management
Colorado
$98.9K +$96.7K +161 New
GKIM
1818
GW&K Investment Management
Massachusetts
$98K +$8.41K +14 +10%
CT
1819
Coastline Trust
Rhode Island
$93.9K -$63.1K -105 -41%
PMFA
1820
Plante Moran Financial Advisors
Michigan
$93.3K -$116K -194 -56%
IBOK
1821
Independence Bank of Kentucky
Kentucky
$92.1K -$15K -25 -14%
FMTCOCP
1822
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K
NS
1823
NBC Securities
Alabama
$92K +$90.7K +151 New
WBC
1824
West Branch Capital
Massachusetts
$91.8K +$81.1K +135 +900%
VIS
1825
Vega Investment Solutions
France
$86.6K +$84.7K +141 New

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.