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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
MDA
1976
Minot DeBlois Advisors
Massachusetts
$6.14K
FWP
1977
Fiduciary Wealth Partners
Massachusetts
$6.14K +$6K +10 New
IHWM
1978
Iron Horse Wealth Management
Iowa
$6.14K +$6K +10 New
KGP
1979
Keystone Global Partners
Colorado
$6.14K +$6K +10 New
TWD
1980
True Wealth Design
Ohio
$5.88K +$1.2K +2 +25%
TCA
1981
Trifecta Capital Advisors
Illinois
$5.53K -$21K -35 -80%
BGAI
1982
Bruce G. Allen Investments
Colorado
$5.53K
WA
1983
WestEnd Advisors
North Carolina
$5.53K +$4.2K +7 +350%
GC
1984
Garde Capital
Washington
$5.53K +$5.41K +9 New
PWA
1985
Principia Wealth Advisory
Texas
$5.37K +$1.2K +2 +29%
CW
1986
Cooksen Wealth
Texas
$5.2K +$4.8K +8 New
WW
1987
Winnow Wealth
Texas
$5.11K +$1.8K +3 +50%
CAC
1988
Core Alternative Capital
Georgia
$4.91K -$5.41K -9 -53%
ME
1989
McIlrath & Eck
Washington
$4.91K -$1.8K -3 -27%
BCPWM
1990
Bradley & Co Private Wealth Management
Florida
$4.91K
AS
1991
Altshuler Shaham
Israel
$4.91K +$4.8K +8 New
MBFW
1992
Morton Brown Family Wealth
Pennsylvania
$4.91K +$4.8K +8 New
A
1993
AlphaQuest
New York
$4.3K -$556K -926 -99%
FC
1994
Fairscale Capital
New Hampshire
$4.3K
MAS
1995
MPWM Advisory Solutions
Georgia
$4.3K
PPWM
1996
PFG Private Wealth Management
Florida
$4.3K
RAM
1997
Riggs Asset Management
Pennsylvania
$4.3K +$2.4K +4 +133%
BFP
1998
Briaud Financial Planning
Texas
$4K
PP
1999
PrairieView Partners
Minnesota
$4K
PS
2000
PayPay Securities
Japan
$3.75K -$601 -1 -14%

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.