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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
MFA
2126
McClarren Financial Advisors
Pennsylvania
-$282K -449 Closed
TIA
2127
Tandem Investment Advisors
South Carolina
-$277K -441 Closed
CA
2128
CV Advisors
Florida
-$276K -439 Closed
CHAM
2129
Clear Harbor Asset Management
Connecticut
-$258K -411 Closed
CIP
2130
Convergence Investment Partners
Florida
-$257K -409 Closed
MSFS
2131
Main Street Financial Solutions
Pennsylvania
-$255K -406 Closed
WEG
2132
World Equity Group
Illinois
-$250K -398 Closed
MSWM
2133
McGlone Suttner Wealth Management
Wisconsin
-$242K -385 Closed
UOC
2134
UBS O'Connor
Illinois
-$237K -377 Closed
FC
2135
Family CFO
California
-$234K -373 Closed
SC
2136
Stance Capital
Massachusetts
-$223K -355 Closed
ML
2137
McAdam LLC
Pennsylvania
-$222K -353 Closed
WG
2138
Wealth Group
North Carolina
-$217K -345 Closed
OPCM
2139
Osborne Partners Capital Management
California
-$216K -344 Closed
WRPWM
2140
Werba Rubin Papier Wealth Management
California
-$216K -344 Closed
PWM
2141
Power Wealth Management
Georgia
-$212K -337 Closed
WP
2142
Westmount Partners
California
-$212K -337 Closed
DWM
2143
DecisionMap Wealth Management
Virginia
-$211K -335 Closed
FMTC
2144
Farmers & Merchants Trust Company
California
-$208K -331 Closed
UBV
2145
United Bank (Virginia)
Virginia
-$207K -330 Closed
ACI
2146
Alpha Cubed Investments
California
-$207K -329 Closed
IFS
2147
Ifrah Financial Services
Arkansas
-$206K -328 Closed
IEFM
2148
IQ EQ Fund Management
Ireland
-$206K -328 Closed
AFC
2149
AFT Forsyth & Company
Florida
-$206K -327 Closed
GSEP
2150
Golden State Equity Partners
California
-$206K -327 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.