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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 %
BI
1826
Binnacle Investments
Iowa
$57.7K +$57.7K +94 New
RWS
1827
Retirement Wealth Solutions
Wisconsin
$57.2K – – –
RCM
1828
Raleigh Capital Management
North Carolina
$57K -$184K -300 -76%
Loomis, Sayles & Company
1829
Loomis, Sayles & Company
Massachusetts
$56K -$28.9K -47 -34%
LWANC
1830
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.9K +$1.23K +2 +2%
RA
1831
Resolute Advisors
California
$55.9K -$149K -243 -73%
KFI
1832
Key Financial Inc
Pennsylvania
$54K +$1.23K +2 +2%
PAG
1833
Paladin Advisory Group
Iowa
$52.8K – – –
RA
1834
Ransom Advisory
Rhode Island
$51.6K +$51.6K +84 New
AWM
1835
Accredited Wealth Management
Kentucky
$51K +$51K +83 New
AWM
1836
Abound Wealth Management
Tennessee
$50.7K -$6.11K -10 -11%
HFS
1837
Hughes Financial Services
Virginia
$50.3K +$50.3K +82 New
AEPWM
1838
Atlantic Edge Private Wealth Management
Florida
$49.7K +$41.8K +68 +523%
PP
1839
Pacifica Partners
Canada
$49.7K – – –
AG
1840
AmeriFlex Group
Nevada
$46.6K -$18.4K -30 -28%
KB
1841
Kimelman & Baird
New York
$46.1K – – –
Q1WB
1842
Quest 10 Wealth Builders
Virginia
$45.2K +$1.22K +2 +3%
WPA
1843
West Paces Advisors
Georgia
$44.2K – – –
KPP
1844
Kings Path Partners
Texas
$44.2K – – –
BWL
1845
Bogart Wealth LLC
Virginia
$43.6K +$3.07K +5 +8%
DF
1846
Dunhill Financial
United Kingdom
$43.5K -$3.06K -5 -7%
RWM
1847
Rialto Wealth Management
New York
$43K +$2.46K +4 +6%
S
1848
Sachetta
Massachusetts
$43K +$3.68K +6 +9%
SL
1849
Salomon & Ludwin
Virginia
$42.4K -$1.84K -3 -4%
FUBT
1850
First United Bank & Trust
Maryland
$41.8K – – –
72 73
74
75 76