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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 %
RFS
1926
Richardson Financial Services
Massachusetts
$9.21K +$3.07K +5 +50%
SCM
1927
Summerhill Capital Management
Ontario, Canada
$8.6K -$3.66M -5,966 -100%
PP
1928
PFS Partners
New Jersey
$8.07K – – –
FPB
1929
First PREMIER Bank
South Dakota
$8K – – –
SWA
1930
SOA Wealth Advisors
New York
$7.98K – – –
OWP
1931
ORG Wealth Partners
Texas
$7.98K – – –
WIM
1932
Westside Investment Management
California
$7.98K – – –
TFM
1933
TFC Financial Management
Massachusetts
$7.37K -$1.84K -3 -20%
BAM
1934
Byrne Asset Management
New Jersey
$7.37K – – –
CWM
1935
Cedar Wealth Management
California
$7.37K – – –
MWM
1936
Mascoma Wealth Management
New Hampshire
$7.37K – – –
SPF
1937
South Plains Financial
Texas
$7.37K – – –
KA
1938
Kozak & Associates
Colorado
$7.18K – – –
BL
1939
BFSG LLC
California
$6.75K -$31.9K -52 -83%
SN
1940
Sittner & Nelson
Oregon
$6.75K -$1.23K -2 -15%
W
1941
WealthCollab
Washington
$6.75K – – –
EPIME
1942
Evelyn Partners Investment Management (Europe)
$6.14K +$6.14K +8 New
MDA
1943
Minot DeBlois Advisors
Massachusetts
$6.14K – – –
BC
1944
Barrett & Company
Rhode Island
$6.14K – – –
JFA
1945
JNBA Financial Advisors
Minnesota
$6.14K – – –
BCH
1946
Berkshire Capital Holdings
California
$6.14K – – –
IHWM
1947
Iron Horse Wealth Management
Iowa
$6.14K +$6.14K +10 New
FWP
1948
Fiduciary Wealth Partners
Massachusetts
$6.14K +$6.14K +10 New
KGP
1949
Keystone Global Partners
Colorado
$6.14K +$6.14K +10 New
TWD
1950
True Wealth Design
Ohio
$5.88K +$1.18K +2 +25%
76 77
78
79 80