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Intuit

2,000 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, 760 increasing their positions, 801 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 760 | Existing positions reduced: 801

2% less funds holding

Funds holding: 2,0342,000 (-34)

14% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.74B

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.35B
Puts
$2.74B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2101
Tandem Investment Advisors
South Carolina
CA
2102
CV Advisors
Florida
CHAM
2103
Clear Harbor Asset Management
Connecticut
CIP
2104
Convergence Investment Partners
Florida
MSFS
2105
Main Street Financial Solutions
Pennsylvania
WEG
2106
World Equity Group
Illinois
MSWM
2107
McGlone Suttner Wealth Management
Wisconsin
UOC
2108
UBS O'Connor
Illinois
FC
2109
Family CFO
California
SC
2110
Stance Capital
Massachusetts
ML
2111
McAdam LLC
Pennsylvania
WG
2112
Wealth Group
North Carolina
OPCM
2113
Osborne Partners Capital Management
California
WRPWM
2114
Werba Rubin Papier Wealth Management
California
PWM
2115
Power Wealth Management
Georgia
WP
2116
Westmount Partners
California
DWM
2117
DecisionMap Wealth Management
Virginia
FMTC
2118
Farmers & Merchants Trust Company
California
UBV
2119
United Bank (Virginia)
Virginia
ACI
2120
Alpha Cubed Investments
California
IFS
2121
Ifrah Financial Services
Arkansas
IEFM
2122
IQ EQ Fund Management
Ireland
GSEP
2123
Golden State Equity Partners
California
AFC
2124
AFT Forsyth & Company
Florida
KNW
2125
Kesler Norman & Wride
Utah