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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 %
CWM
1976
Crowley Wealth Management
Delaware
$3.07K – – –
API
1977
Asset Planning Inc
California
$3.07K – – –
FCAS
1978
First Command Advisory Services
Texas
$3.07K +$3.07K +5 New
WCM
1979
Winthrop Capital Management
Indiana
$3K -$2.25K -3 -43%
AAG
1980
Armstrong Advisory Group
Massachusetts
$2.51K – – –
MSWA
1981
Marshall & Sterling Wealth Advisors
New York
$2.46K -$521K -848 -100%
CIA
1982
Cape Investment Advisory
Georgia
$2.46K -$30.7K -50 -93%
LIM
1983
Longfellow Investment Management
Massachusetts
$2.46K – – –
BCM
1984
Blume Capital Management
California
$2.46K +$2.46K +4 New
1IA
1985
1620 Investment Advisors
Massachusetts
$2.01K – – –
CIAM
1986
Caitong International Asset Management
Hong Kong
$1.84K -$105K -171 -98%
RWM
1987
Ruedi Wealth Management
Illinois
$1.84K – – –
ETS
1988
ESL Trust Services
New York
$1.84K – – –
BFS
1989
Bare Financial Services
Pennsylvania
$1.84K +$1.84K +3 New
GA
1990
GoalVest Advisory
New York
$1.84K +$1.84K +3 New
ACA
1991
American Capital Advisory
Idaho
$1.84K +$1.84K +3 New
BIM
1992
Breakwater Investment Management
Washington
$1.23K – – –
EWM
1993
Evermay Wealth Management
Virginia
$1.23K – – –
PWM
1994
Parkworth Wealth Management
California
$1.23K – – –
BHWM
1995
Bay Harbor Wealth Management
Maryland
$1.23K +$1.23K +2 New
DFA
1996
DHJJ Financial Advisors
Illinois
$614 – – –
HIA
1997
HFM Investment Advisors
New Jersey
$614 +$614 +1 New
B
1998
Birchbrook
Maine
$15 -$643 -1 Closed
Norges Bank
1999
Norges Bank
Norway
– -$2.29B -3,644,262 Closed
Winslow Capital Management
2000
Winslow Capital Management
Minnesota
– -$275M -437,733 Closed
78 79
80
81 82