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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 %
TCA
1951
Trifecta Capital Advisors
Illinois
$5.53K -$21.5K -35 -80%
BGAI
1952
Bruce G. Allen Investments
Colorado
$5.53K – – –
WA
1953
WestEnd Advisors
North Carolina
$5.53K +$4.3K +7 +350%
GC
1954
Garde Capital
Washington
$5.53K +$5.53K +9 New
PWA
1955
Principia Wealth Advisory
Texas
$5.37K +$1.19K +2 +29%
CW
1956
Cooksen Wealth
Texas
$5.2K +$5.2K +8 New
WW
1957
Winnow Wealth
Texas
$5.11K +$1.7K +3 +50%
CAC
1958
Core Alternative Capital
Georgia
$4.91K -$5.53K -9 -53%
ME
1959
McIlrath & Eck
Washington
$4.91K -$1.84K -3 -27%
BCPWM
1960
Bradley & Co Private Wealth Management
Florida
$4.91K – – –
AS
1961
Altshuler Shaham
Israel
$4.91K +$4.91K +8 New
MBFW
1962
Morton Brown Family Wealth
Pennsylvania
$4.91K +$4.91K +8 New
A
1963
AlphaQuest
New York
$4.3K -$569K -926 -99%
FC
1964
Fairscale Capital
New Hampshire
$4.3K – – –
PPWM
1965
PFG Private Wealth Management
Florida
$4.3K – – –
MAS
1966
MPWM Advisory Solutions
Georgia
$4.3K – – –
RAM
1967
Riggs Asset Management
Pennsylvania
$4.3K +$2.46K +4 +133%
PP
1968
PrairieView Partners
Minnesota
$4K – – –
BFP
1969
Briaud Financial Planning
Texas
$4K – – –
PS
1970
PayPay Securities
Japan
$3.76K -$626 -1 -14%
PA
1971
Pineridge Advisors
Missouri
$3.68K -$10.4K -17 -74%
BHWM
1972
Beaird Harris Wealth Management
Texas
$3.68K – – –
JGIA
1973
Jackson Grant Investment Advisers
Connecticut
$3.68K – – –
FIM
1974
FWL Investment Management
Texas
$3.68K +$3.68K +6 New
TIM
1975
Tortoise Investment Management
New York
$3.07K -$49.1K -80 -94%
77 78
79
80 81