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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
SVWA
1851
Sarver Vrooman Wealth Advisors
Missouri
$60.2K +$58.9K +98 New
WTA
1852
Washington Trust Advisors
Massachusetts
$59.6K -$40.2K -67 -41%
MWA
1853
Medallion Wealth Advisors
Connecticut
$59.5K +$4.2K +7 +8%
BI
1854
Binnacle Investments
Iowa
$57.7K +$56.4K +94 New
RWS
1855
Retirement Wealth Solutions
Wisconsin
$57.2K
RCM
1856
Raleigh Capital Management
North Carolina
$57K -$180K -300 -76%
Loomis, Sayles & Company
1857
Loomis, Sayles & Company
Massachusetts
$56K -$28.2K -47 -34%
LWANC
1858
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.9K +$1.2K +2 +2%
RA
1859
Resolute Advisors
California
$55.9K -$146K -243 -73%
KFI
1860
Key Financial Inc
Pennsylvania
$54K +$1.2K +2 +2%
PAG
1861
Paladin Advisory Group
Iowa
$52.8K
RA
1862
Ransom Advisory
Rhode Island
$51.6K
AWM
1863
Accredited Wealth Management
Kentucky
$51K +$49.8K +83 New
AWM
1864
Abound Wealth Management
Tennessee
$50.7K -$6K -10 -11%
HFS
1865
Hughes Financial Services
Virginia
$50.3K +$49.2K +82 New
AEPWM
1866
Atlantic Edge Private Wealth Management
Florida
$49.7K +$40.8K +68 +523%
PP
1867
Pacifica Partners
Canada
$49.7K
AG
1868
AmeriFlex Group
Nevada
$46.6K -$18K -30 -28%
KB
1869
Kimelman & Baird
New York
$46K
Q1WB
1870
Quest 10 Wealth Builders
Virginia
$45.2K +$1.2K +2 +3%
KPP
1871
Kings Path Partners
Texas
$44.2K
WPA
1872
West Paces Advisors
Georgia
$44.2K
BWL
1873
Bogart Wealth LLC
Virginia
$43.6K +$3K +5 +8%
DF
1874
Dunhill Financial
United Kingdom
$43.5K -$3K -5 -7%
RWM
1875
Rialto Wealth Management
New York
$43K +$2.4K +4 +6%

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.