We are live on ! Find out more

1,993 hedge funds and large institutions have $101B invested in Intuit in 2026 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 801 increasing their positions, 792 reducing their positions, and 432 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 4631 (-15)

36% less capital invested

Capital invested by funds: $157B → $101B (-$55.8B)

49% less first-time investments, than exits

New positions opened: 219 | Existing positions closed: 432

Holders
1,993
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.28B
Puts
$2.01B
Net Calls
Net Calls Change

Top Buyers

1 +$941M
2 +$850M
3 +$663M
4
UBS Group
UBS Group
Switzerland
+$531M
5
Invesco
Invesco
Georgia
+$516M

Top Sellers

1 -$710M
2 -$675M
3 -$643M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
5
BlackRock
BlackRock
New York
-$456M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
351
Lombard Odier Asset Management (Europe)
United Kingdom
$16.4M
EPIM
352
Evelyn Partners Investment Management
$16.4M
UBP
353
Union Bancaire Privee
Switzerland
$16.4M
UCFA
354
United Capital Financial Advisors
Texas
$16.1M
EMPI
355
Elo Mutual Pension Insurance
Finland
$16M
AAIM
356
Asset Advisors Investment Management
Georgia
$16M
NA
357
NewEdge Advisors
Louisiana
$16M
CCM
358
Copeland Capital Management
Pennsylvania
$15.8M
MWM
359
Moran Wealth Management
Florida
$15.7M
SBWIC
360
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.6M
Public Employees Retirement Association of Colorado
361
Public Employees Retirement Association of Colorado
Colorado
$15.5M
EWA
362
EP Wealth Advisors
California
$15.5M
SCM
363
Sone Capital Management
New York
$15.4M
CAM
364
Cander Asset Management
New York
$15.4M
AWMS
365
Advocacy Wealth Management Services
Georgia
$15.3M
WGAM
366
Wilkinson Global Asset Management
New York
$15.3M
AV
367
ASR Vermogensbeheer
Netherlands
$15M
Mercer Global Advisors
368
Mercer Global Advisors
Colorado
$14.9M
Commonwealth Equity Services
369
Commonwealth Equity Services
Massachusetts
$14.9M
AC
370
Addenda Capital
Quebec, Canada
$14.8M
ETC
371
Exchange Traded Concepts
Oklahoma
$14.8M
VIM
372
Vinva Investment Management
Australia
$14.7M
UB
373
UMB Bank
Missouri
$14.7M
ECM
374
Evergreen Capital Management
Washington
$14.6M
EAM
375
Eventide Asset Management
Massachusetts
$14.6M