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Intuit

2,028 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: 2,0622,028 (-34)

14% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.74B

Holders
2,028
Holders Change
-34
Holders Change %
-1.65%
% of All Funds
27.19%
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
PWMG
1826
Private Wealth Management Group
New Jersey
$84.7K +$601 +1 +0.7%
CW
1827
Curio Wealth
Maryland
$84.2K -$79.9K -133 -99%
NC
1828
NewSquare Capital
Pennsylvania
$81.7K +$54K +90 +209%
EFMH
1829
E Fund Management (HK)
Hong Kong
$80K +$64.9K +108 +470%
ACM
1830
Anfield Capital Management
California
$76.7K
DMBA
1831
Deseret Mutual Benefit Administrators
Utah
$76.1K +$6K +10 +9%
LWMI
1832
Legacy Wealth Management (Idaho)
Idaho
$72.5K
ICM
1833
Islay Capital Management
Texas
$71.8K
FMP
1834
Financial Management Professionals
Texas
$71.2K +$10.8K +18 +18%
SIC
1835
SJS Investment Consulting
Ohio
$70.6K
HWA
1836
HHM Wealth Advisors
Tennessee
$70.6K +$33.6K +56 +95%
FFC
1837
First Financial Corp
Indiana
$70K
AA
1838
Addison Advisors
Vermont
$69.4K -$4.2K -7 -6%
CWP
1839
Clark Wealth Partners
Illinois
$69.1K -$7.81K -13 -10%
AF
1840
Atala Financial
California
$68.2K
HBW
1841
Hazlett, Burt & Watson
West Virginia
$68K +$62.5K +104 +1,733%
RPA
1842
Redwood Park Advisors
California
$67.5K
CL
1843
CSS LLC
Illinois
$67.5K +$66.1K +110 New
SCB
1844
Saudi Central Bank
Saudi Arabia
$67.5K +$66.1K +110 New
CCM
1845
Cloud Capital Management
Washington
$65K +$63.7K +106 New
NL
1846
NVWM LLC
Pennsylvania
$64.5K -$601 -1 -0.9%
WA
1847
Whipplewood Advisors
Colorado
$63.9K -$19.8K -33 -34%
DF
1848
DecisionPoint Financial
Arizona
$61.4K
VEA
1849
Virtus ETF Advisers
New York
$61.4K +$60.1K +100 New
GWSG
1850
GPS Wealth Strategies Group
Colorado
$60.5K

INTU Hedge Fund Activity: Q1 2025 in Review

2,028 of the 7,458 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.

  • 2,028 institutional investors held Intuit (INTU) as of Q1 2025, down from 2,062 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.