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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
AFM
2176
Aspetuck Financial Management
Connecticut
-$18.9K -30 Closed
SIP
2177
Sellwood Investment Partners
Oregon
-$18.9K -30 Closed
SAM
2178
Synergy Asset Management
Washington
-$16.1K -26 Closed
UFF
2179
USA Financial Formulas
Michigan
-$15.7K -25 Closed
TAM
2180
Tucker Asset Management
Colorado
-$13.8K -22 Closed
BOJHT
2181
Bank of Jackson Hole Trust
Wyoming
-$9.43K -15 Closed
TPW
2182
Talon Private Wealth
Florida
-$8.8K -14 Closed
FIA
2183
FPC Investment Advisory
California
-$6.62K -11 Closed
HWM
2184
HighMark Wealth Management
Minnesota
-$6.91K -11 Closed
MCM
2185
Mainstream Capital Management
California
-$6.29K -10 Closed
WWA
2186
Wingate Wealth Advisors
Massachusetts
-$3.77K -6 Closed
DRP
2187
Decker Retirement Planning
Utah
-$3.14K -5 Closed
FWM
2188
FLP Wealth Management
Arkansas
-$2.59K -4 Closed
PCM
2189
Perritt Capital Management
Illinois
-$1.9K -3 Closed
BONH
2190
Bank of New Hampshire
New Hampshire
-$1.26K -2 Closed
CAM
2191
Chesapeake Asset Management
New York
-$1.26K -2 Closed
KBFS
2192
Kohmann Bosshard Financial Services
Ohio
-$1.26K -2 Closed
PPA
2193
Painted Porch Advisors
California
-$1.29K -2 Closed
RDFA
2194
Ritter Daniher Financial Advisory
Ohio
-$1.26K -2 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.