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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 %
AMCA
2126
Arthur M. Cohen & Associates
Illinois
– -$203K -323 Closed
SAM
2127
Strive Asset Management
Ohio
– -$203K -323 Closed
CIC
2128
Crawford Investment Counsel
Georgia
– -$203K -323 Closed
WFA
2129
Wade Financial Advisory
California
– -$202K -322 Closed
MFG
2130
Menard Financial Group
Texas
– -$167K -265 Closed
PCWA
2131
Pacific Capital Wealth Advisors
California
– -$156K -249 Closed
CMBA
2132
C.M. Bidwell & Associates
Hawaii
– -$143K -227 Closed
NWWA
2133
New Wave Wealth Advisors
Arkansas
– -$128K -204 Closed
PFT
2134
Providence First Trust
Arizona
– -$110K -175 Closed
AIP
2135
Arrowpoint Investment Partners
Singapore
– -$107K -170 Closed
CFGS
2136
Concourse Financial Group Securities
Alabama
– -$94.2K -154 Closed
FA
2137
Fedenia Advisers
Wisconsin
– -$94.3K -150 Closed
CAS
2138
Coppell Advisory Solutions
Texas
– -$76.6K -121 Closed
KG
2139
Kieckhefer Group
Wisconsin
– -$69.1K -110 Closed
JSAM
2140
J. Safra Asset Management
New York
– -$68.1K -108 Closed
KI
2141
Kapitalo Investimentos
Brazil
– -$67.9K -108 Closed
EBA
2142
Eagle Bay Advisors
New York
– -$63.5K -101 Closed
LC
2143
Lavaca Capital
Texas
– -$35.2K -56 Closed
SMAM
2144
Sugar Maple Asset Management
Wisconsin
– -$28.9K -46 Closed
MIFH
2145
Migdal Insurance & Financial Holdings
Israel
– -$28K -45 Closed
SSG
2146
Summit Securities Group
New York
– -$27.7K -44 Closed
RS
2147
R Squared
Hong Kong
– -$25.1K -40 Closed
AFM
2148
Aspetuck Financial Management
Connecticut
– -$18.9K -30 Closed
SIP
2149
Sellwood Investment Partners
Oregon
– -$18.9K -30 Closed
SAM
2150
Synergy Asset Management
Washington
– -$16.1K -26 Closed
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