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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
S
1876
Sachetta
Massachusetts
$43K +$3.6K +6 +9%
SL
1877
Salomon & Ludwin
Virginia
$42.4K -$1.8K -3 -4%
FUBT
1878
First United Bank & Trust
Maryland
$41.8K
AP
1879
Atwood & Palmer
Missouri
$41.1K
PSB
1880
Piscataqua Savings Bank
New Hampshire
$39.9K -$6K -10 -13%
BCMLT
1881
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.8K +$3K +5 +9%
AWM
1882
Activest Wealth Management
Florida
$38.7K +$36.6K +61 +3,050%
CTC
1883
Cetera Trust Company
Minnesota
$38.1K
TFA
1884
Toth Financial Advisory
Virginia
$37.2K -$12K -20 -25%
FNWM
1885
Financial Network Wealth Management
Utah
$37K +$36.6K +61 New
MFT
1886
Moisand Fitzgerald Tamayo
Florida
$36.8K
PCA
1887
PMV Capital Advisers
Texas
$36.8K +$601 +1 +2%
CFD
1888
Creative Financial Designs
Indiana
$36.8K +$6K +10 +20%
VNA
1889
Valley National Advisers
Pennsylvania
$35K +$8.41K +14 +32%
CNBT
1890
Cornerstone National Bank & Trust
Illinois
$35K
TCM
1891
Tradewinds Capital Management
Washington
$34.4K +$3K +5 +10%
VWA
1892
VSM Wealth Advisory
Maryland
$34.4K
TCM
1893
TD Capital Management
Tennessee
$33.8K +$27.6K +46 +511%
BSB
1894
Bangor Savings Bank
Maine
$33.2K
CTA
1895
Colonial Trust Advisors
South Carolina
$33.2K
AFG
1896
Albion Financial Group
Utah
$30.7K
CSB
1897
City State Bank
Iowa
$30.7K
TLA
1898
Tanglewood Legacy Advisors
Texas
$30.7K
CIAS
1899
CBIZ Investment Advisory Services
Ohio
$30.7K +$28.2K +47 +1,567%
RFG
1900
REAP Financial Group
Texas
$29.5K +$10.2K +17 +55%

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.