We are live on ! Find out more

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
VFM
1951
Vision Financial Markets
Connecticut
$9.94K
MTIC
1952
Missouri Trust & Investment Company
Missouri
$9.82K
RS
1953
Rakuten Securities
Japan
$9.82K +$3.6K +6 +60%
GP
1954
Greenline Partners
New York
$9.82K +$9.61K +16 New
WTFG
1955
Wood Tarver Financial Group
Idaho
$9.21K
RFS
1956
Richardson Financial Services
Massachusetts
$9.21K +$3K +5 +50%
SCM
1957
Summerhill Capital Management
Ontario, Canada
$8.6K -$3.58M -5,966 -100%
PP
1958
PFS Partners
New Jersey
$8.07K
FPB
1959
First PREMIER Bank
South Dakota
$8K
SWA
1960
SOA Wealth Advisors
New York
$7.98K
OWP
1961
ORG Wealth Partners
Texas
$7.98K
WIM
1962
Westside Investment Management
California
$7.98K
TFM
1963
TFC Financial Management
Massachusetts
$7.37K -$1.8K -3 -20%
BAM
1964
Byrne Asset Management
New Jersey
$7.37K
CWM
1965
Cedar Wealth Management
California
$7.37K
MWM
1966
Mascoma Wealth Management
New Hampshire
$7.37K
SPF
1967
South Plains Financial
Texas
$7.37K
KA
1968
Kozak & Associates
Colorado
$7.18K
BL
1969
BFSG LLC
California
$6.75K -$31.2K -52 -83%
SN
1970
Sittner & Nelson
Oregon
$6.75K -$1.2K -2 -15%
W
1971
WealthCollab
Washington
$6.75K
BC
1972
Barrett & Company
Rhode Island
$6.14K
BCH
1973
Berkshire Capital Holdings
California
$6.14K
EPIME
1974
Evelyn Partners Investment Management (Europe)
$6.14K
JFA
1975
JNBA Financial Advisors
Minnesota
$6.14K

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.