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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 %
PTC
2076
Petrus Trust Company
Texas
– -$521K -829 Closed
SCM
2077
Stevens Capital Management
Pennsylvania
– -$512K -814 Closed
FC
2078
Farringdon Capital
United Kingdom
– -$490K -780 Closed
LSA
2079
Lansing Street Advisors
Pennsylvania
– -$455K -724 Closed
AWE
2080
Avidian Wealth Enterprises
Texas
– -$413K -657 Closed
UOTTAIMCU
2081
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$407K -647 Closed
RBFC
2082
Roman Butler Fullerton & Co
Missouri
– -$388K -640 Closed
SIMG
2083
Sonora Investment Management Group
Arizona
– -$396K -630 Closed
MIM
2084
Morningstar Investment Management
Illinois
– -$389K -619 Closed
AIA
2085
Angeles Investment Advisors
California
– -$387K -616 Closed
LP
2086
LGL Partners
Pennsylvania
– -$360K -572 Closed
SPWM
2087
Spartan Planning & Wealth Management
North Carolina
– -$358K -569 Closed
WP
2088
WMS Partners
Maryland
– -$350K -558 Closed
ACM
2089
Andina Capital Management
Utah
– -$351K -558 Closed
PCMH
2090
Polymer Capital Management (HK)
Hong Kong
– -$346K -550 Closed
AWA
2091
Authentikos Wealth Advisory
California
– -$343K -546 Closed
CIS
2092
Custom Index Systems
New York
– -$332K -528 Closed
SB
2093
SIG Brokerage
New York
– -$324K -515 Closed
BOH
2094
Bank of Hawaii
Hawaii
– -$314K -500 Closed
AG
2095
AlTi Global
New York
– -$294K -475 Closed
KFA
2096
Krane Funds Advisors
New York
– -$286K -455 Closed
AIS
2097
Accredited Investor Services
Minnesota
– -$282K -449 Closed
MFA
2098
McClarren Financial Advisors
Pennsylvania
– -$282K -449 Closed
TIA
2099
Tandem Investment Advisors
South Carolina
– -$277K -441 Closed
CA
2100
CV Advisors
Florida
– -$276K -439 Closed
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