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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
PA
2001
Pineridge Advisors
Missouri
$3.68K -$10.2K -17 -74%
BHWM
2002
Beaird Harris Wealth Management
Texas
$3.68K
JGIA
2003
Jackson Grant Investment Advisers
Connecticut
$3.68K
FIM
2004
FWL Investment Management
Texas
$3.68K +$3.6K +6 New
TIM
2005
Tortoise Investment Management
New York
$3.07K -$48K -80 -94%
API
2006
Asset Planning Inc
California
$3.07K
CWM
2007
Crowley Wealth Management
Delaware
$3.07K
FCAS
2008
First Command Advisory Services
Texas
$3.07K +$3K +5 New
WCM
2009
Winthrop Capital Management
Indiana
$3K -$1.8K -3 -43%
AAG
2010
Armstrong Advisory Group
Massachusetts
$2.51K
MSWA
2011
Marshall & Sterling Wealth Advisors
New York
$2.46K -$509K -848 -100%
CIA
2012
Cape Investment Advisory
Georgia
$2.46K -$30K -50 -93%
LIM
2013
Longfellow Investment Management
Massachusetts
$2.46K
BCM
2014
Blume Capital Management
California
$2.46K +$2.4K +4 New
1IA
2015
1620 Investment Advisors
Massachusetts
$2.01K
CIAM
2016
Caitong International Asset Management
Hong Kong
$1.84K -$103K -171 -98%
ETS
2017
ESL Trust Services
New York
$1.84K
RWM
2018
Ruedi Wealth Management
Illinois
$1.84K
ACA
2019
American Capital Advisory
Idaho
$1.84K +$1.8K +3 New
BFS
2020
Bare Financial Services
Pennsylvania
$1.84K +$1.8K +3 New
GA
2021
GoalVest Advisory
New York
$1.84K +$1.8K +3 New
BIM
2022
Breakwater Investment Management
Washington
$1.23K
EWM
2023
Evermay Wealth Management
Virginia
$1.23K
PWM
2024
Parkworth Wealth Management
California
$1.23K
BHWM
2025
Bay Harbor Wealth Management
Maryland
$1.23K +$1.2K +2 New

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.