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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
RI
1926
Ridgewood Investments
New Jersey
$17.8K +$17.4K +29 New
BDPWM
1927
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$16.8K +28 New
RF
1928
Robinswood Financial
Washington
$17.2K +$16.8K +28 New
HDIM
1929
Hanson & Doremus Investment Management
Vermont
$17K -$9.61K -16 -37%
KWM
1930
Kiker Wealth Management
Georgia
$16.9K +$16.8K +28 New
NRG
1931
Nemes Rush Group
Michigan
$16.7K
VWA
1932
Valued Wealth Advisors
Utah
$16.6K
LAMC
1933
Longview Asset Management (California)
California
$16.6K
NEWAS
1934
N.E.W. Advisory Services
Wisconsin
$15.3K +$15K +25 New
IMC
1935
Investment Management Corporation
Virginia
$15.2K
FPF
1936
First Pacific Financial
Washington
$14.2K +$1.2K +2 +10%
PSFG
1937
Park Square Financial Group
Georgia
$14.1K +$12K +20 +667%
FW
1938
Fairway Wealth
Ohio
$13.5K
SFGP
1939
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.5K +$1.2K +2 +10%
T
1940
Transce3nd
Texas
$12.9K -$1.2K -2 -9%
AF
1941
Aviso Financial
Ontario, Canada
$12.9K -$21.6K -36 -63%
FFA
1942
Frazier Financial Advisors
Ohio
$11.7K
ATC
1943
Adirondack Trust Company
New York
$11.7K
CVM
1944
Cheviot Value Management
California
$11.4K +$10.8K +18 New
WCM
1945
WealthTrak Capital Management
Virginia
$11.1K +$4.8K +8 +80%
ACA
1946
Atlas Capital Advisors
Wyoming
$11.1K
IWP
1947
IAG Wealth Partners
Wisconsin
$10.4K
DWM
1948
Dogwood Wealth Management
Kansas
$10.4K +$10.2K +17 New
PAM
1949
Parvin Asset Management
South Dakota
$10.4K +$10.2K +17 New
CI
1950
Clal Insurance
Israel
$10K +$7.21K +12 +300%

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.