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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
CCG
2101
Catalina Capital Group
California
-$580K -922 Closed
FFG
2102
Fiduciary Financial Group
California
-$572K -918 Closed
CCIA
2103
Campbell & Co Investment Adviser
Maryland
-$562K -894 Closed
FAM
2104
Fred Alger Management
New York
-$560K -891 Closed
PTC
2105
Petrus Trust Company
Texas
-$521K -829 Closed
SCM
2106
Stevens Capital Management
Pennsylvania
-$512K -814 Closed
FC
2107
Farringdon Capital
United Kingdom
-$490K -780 Closed
LSA
2108
Lansing Street Advisors
Pennsylvania
-$455K -724 Closed
AWE
2109
Avidian Wealth Enterprises
Texas
-$413K -657 Closed
UOTTAIMCU
2110
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$407K -647 Closed
RBFC
2111
Roman Butler Fullerton & Co
Missouri
-$388K -640 Closed
SIMG
2112
Sonora Investment Management Group
Arizona
-$396K -630 Closed
MIM
2113
Morningstar Investment Management
Illinois
-$389K -619 Closed
AIA
2114
Angeles Investment Advisors
California
-$387K -616 Closed
LP
2115
LGL Partners
Pennsylvania
-$360K -572 Closed
SPWM
2116
Spartan Planning & Wealth Management
North Carolina
-$358K -569 Closed
ACM
2117
Andina Capital Management
Utah
-$351K -558 Closed
WP
2118
WMS Partners
Maryland
-$350K -558 Closed
PCMH
2119
Polymer Capital Management (HK)
Hong Kong
-$346K -550 Closed
CIS
2120
Custom Index Systems
New York
-$332K -528 Closed
SB
2121
SIG Brokerage
New York
-$324K -515 Closed
BOH
2122
Bank of Hawaii
Hawaii
-$314K -500 Closed
AG
2123
AlTi Global
New York
-$294K -475 Closed
KFA
2124
Krane Funds Advisors
New York
-$286K -455 Closed
AIS
2125
Accredited Investor Services
Minnesota
-$282K -449 Closed

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.