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1,997 hedge funds and large institutions have $102B invested in Intuit in 2026 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 803 increasing their positions, 794 reducing their positions, and 431 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)

35% less capital invested

Capital invested by funds: $157B → $102B (-$55.4B)

49% less first-time investments, than exits

New positions opened: 219 | Existing positions closed: 431

Holders
1,997
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
Macquarie Group
351
Macquarie Group
Australia
$16.4M
LOAME
352
Lombard Odier Asset Management (Europe)
United Kingdom
$16.4M
EPIM
353
Evelyn Partners Investment Management
$16.4M
UBP
354
Union Bancaire Privee
Switzerland
$16.4M
UCFA
355
United Capital Financial Advisors
Texas
$16.1M
EMPI
356
Elo Mutual Pension Insurance
Finland
$16M
AAIM
357
Asset Advisors Investment Management
Georgia
$16M
NA
358
NewEdge Advisors
Louisiana
$16M
CCM
359
Copeland Capital Management
Pennsylvania
$15.8M
MWM
360
Moran Wealth Management
Florida
$15.7M
SBWIC
361
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.6M
Public Employees Retirement Association of Colorado
362
Public Employees Retirement Association of Colorado
Colorado
$15.5M
EWA
363
EP Wealth Advisors
California
$15.5M
SCM
364
Sone Capital Management
New York
$15.4M
CAM
365
Cander Asset Management
New York
$15.4M
AWMS
366
Advocacy Wealth Management Services
Georgia
$15.3M
WGAM
367
Wilkinson Global Asset Management
New York
$15.3M
AV
368
ASR Vermogensbeheer
Netherlands
$15M
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$14.9M
Commonwealth Equity Services
370
Commonwealth Equity Services
Massachusetts
$14.9M
AC
371
Addenda Capital
Quebec, Canada
$14.8M
ETC
372
Exchange Traded Concepts
Oklahoma
$14.8M
VIM
373
Vinva Investment Management
Australia
$14.7M
UB
374
UMB Bank
Missouri
$14.7M
ECM
375
Evergreen Capital Management
Washington
$14.6M