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Intuit

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
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1851
Atwood & Palmer
Missouri
$41.1K
PSB
1852
Piscataqua Savings Bank
New Hampshire
$39.9K -$6.14K -10 -13%
BCMLT
1853
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.8K +$3.08K +5 +9%
AWM
1854
Activest Wealth Management
Florida
$38.7K +$37.5K +61 +3,050%
CTC
1855
Cetera Trust Company
Minnesota
$38.1K
TFA
1856
Toth Financial Advisory
Virginia
$37.2K -$12.2K -20 -25%
FNWM
1857
Financial Network Wealth Management
Utah
$37K +$37K +61 New
MFT
1858
Moisand Fitzgerald Tamayo
Florida
$36.8K
PCA
1859
PMV Capital Advisers
Texas
$36.8K +$614 +1 +2%
CFD
1860
Creative Financial Designs
Indiana
$36.8K +$6.14K +10 +20%
VNA
1861
Valley National Advisers
Pennsylvania
$35K +$8.45K +14 +32%
TCM
1862
Tradewinds Capital Management
Washington
$34.4K +$3.07K +5 +10%
VWA
1863
VSM Wealth Advisory
Maryland
$34.4K
TCM
1864
TD Capital Management
Tennessee
$33.8K +$28.3K +46 +511%
BSB
1865
Bangor Savings Bank
Maine
$33.2K
CTA
1866
Colonial Trust Advisors
South Carolina
$33.2K
TLA
1867
Tanglewood Legacy Advisors
Texas
$30.7K
CSB
1868
City State Bank
Iowa
$30.7K
AFG
1869
Albion Financial Group
Utah
$30.7K
CIAS
1870
CBIZ Investment Advisory Services
Ohio
$30.7K +$28.9K +47 +1,567%
RFG
1871
REAP Financial Group
Texas
$29.5K +$10.5K +17 +55%
PWA
1872
Provenance Wealth Advisors
Florida
$28.2K
WB
1873
Webster Bank
Connecticut
$27.6K -$16.6K -27 -38%
DPW
1874
DiNuzzo Private Wealth
Pennsylvania
$27K -$614 -1 -2%
OIA
1875
Optimum Investment Advisors
Illinois
$27K