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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 %
TFA
1876
Transamerica Financial Advisors
Florida
$25K -$4.77M -7,828 -99%
CWM
1877
Copia Wealth Management
Oregon
$24.6K
MA
1878
MCF Advisors
Kentucky
$24K -$14.1K -23 -37%
OAJ
1879
Ogorek Anthony Joseph
New York
$23K +$23K +38 New
GIS
1880
Grayhawk Investment Strategies
Alberta, Canada
$22.1K
SC
1881
Solstein Capital
California
$22.1K
NCM
1882
Northwest Capital Management
Oregon
$22.1K
HHGA
1883
Halbert Hargrove Global Advisors
California
$21.5K +$5.54K +9 +35%
TF
1884
Tompkins Financial
New York
$21.5K +$6.75K +11 +46%
AW
1885
Avion Wealth
Texas
$21K
HNW
1886
High Note Wealth
Minnesota
$20.3K -$614 -1 -3%
CTWM
1887
Cherry Tree Wealth Management
Minnesota
$20.3K
CWM
1888
Centricity Wealth Management
Ohio
$20.3K
FRA
1889
Front Row Advisors
California
$19.6K
OPTFSNA
1890
Old Point Trust & Financial Services N A
Virginia
$19.6K
HCM
1891
Hollencrest Capital Management
California
$19K -$6.14K -10 -24%
NWMP
1892
Noble Wealth Management PBC
Colorado
$19K
KTC
1893
Kentucky Trust Company
Kentucky
$18.4K
WCM
1894
Westend Capital Management
California
$18.4K
HB
1895
Horizon Bancorp
Indiana
$18K -$21K -35 -54%
AP
1896
Aspect Partners
Virginia
$17.8K
RI
1897
Ridgewood Investments
New Jersey
$17.8K +$17.8K +29 New
BDPWM
1898
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$17.2K +28 New
HDIM
1899
Hanson & Doremus Investment Management
Vermont
$17K -$10.1K -16 -37%
KWM
1900
Kiker Wealth Management
Georgia
$16.9K +$16.9K +28 New