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Intuit
INTU

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$696M
2
Marshall Wace
Marshall Wace
United Kingdom
+$557M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$399M
4
DIG
Dragoneer Investment Group
California
+$397M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$344M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$834M
2
Principal Financial Group
Principal Financial Group
Iowa
-$588M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$526M
4
Franklin Resources
Franklin Resources
California
-$418M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRG
1901
Nemes Rush Group
Michigan
$16.7K – – –
VWA
1902
Valued Wealth Advisors
Utah
$16.6K – – –
LAMC
1903
Longview Asset Management (California)
California
$16.6K – – –
NEWAS
1904
N.E.W. Advisory Services
Wisconsin
$15.4K +$15.4K +25 New
IMC
1905
Investment Management Corporation
Virginia
$15.2K – – –
FPF
1906
First Pacific Financial
Washington
$14.2K +$1.23K +2 +10%
PSFG
1907
Park Square Financial Group
Georgia
$14.1K +$12.3K +20 +667%
FW
1908
Fairway Wealth
Ohio
$13.5K – – –
SFG
1909
Stonebridge Financial Group
Pennsylvania
$13.5K +$1.23K +2 +10%
T
1910
Transce3nd
Texas
$12.9K -$1.23K -2 -9%
AF
1911
Aviso Financial
Ontario, Canada
$12.9K -$22.1K -36 -63%
FFA
1912
Frazier Financial Advisors
Ohio
$11.7K – – –
ATC
1913
Adirondack Trust Company
New York
$11.7K – – –
CVM
1914
Cheviot Value Management
California
$11.4K +$11.4K +18 New
WCM
1915
WealthTrak Capital Management
Virginia
$11.1K +$4.91K +8 +80%
ACA
1916
Atlas Capital Advisors
Wyoming
$11.1K – – –
IWP
1917
IAG Wealth Partners
Wisconsin
$10.4K – – –
PAM
1918
Parvin Asset Management
South Dakota
$10.4K +$10.4K +17 New
DWM
1919
Dogwood Wealth Management
Kansas
$10.4K +$10.4K +17 New
CI
1920
Clal Insurance
Israel
$10K +$7.5K +12 +300%
VFM
1921
Vision Financial Markets
Connecticut
$9.94K – – –
MTIC
1922
Missouri Trust & Investment Company
Missouri
$9.82K – – –
RS
1923
Rakuten Securities
Japan
$9.82K +$3.68K +6 +60%
GP
1924
Greenline Partners
New York
$9.82K +$9.82K +16 New
WTFG
1925
Wood Tarver Financial Group
Idaho
$9.21K – – –
75 76
77
78 79