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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
MVIP
476
Mar Vista Investment Partners
California
$9.09M
KAS
477
Kemnay Advisory Services
New York
$9.06M
WA
478
Waverly Advisors
Alabama
$9.03M
PFM
479
Premier Fund Managers
United Kingdom
$9.01M
MMC
480
Mizuho Markets Cayman
Cayman Islands
$8.99M
DC
481
Davenport & Co
Virginia
$8.96M
CWP
482
Capital Wealth Planning
Florida
$8.94M
CB
483
Commerce Bank
Missouri
$8.92M
BAMCO Inc
484
BAMCO Inc
New York
$8.79M
TCWA
485
Turtle Creek Wealth Advisors
Texas
$8.73M
EPIMS
486
Evelyn Partners Investment Management Services
$8.66M
IMCOOI
487
Investment Management Corp of Ontario (IMCO)
Canada
$8.61M
Jane Street
488
Jane Street
New York
$8.61M
VF
489
Vest Financial
Virginia
$8.6M
Polen Capital Management
490
Polen Capital Management
Florida
$8.58M
BCM
491
BTC Capital Management
Iowa
$8.57M
CGH
492
Crossmark Global Holdings
Texas
$8.55M
SCM
493
Stanley Capital Management
Texas
$8.34M
PP
494
Patten & Patten
Tennessee
$8.34M
DWM
495
Diversify Wealth Management
Utah
$8.25M
Bessemer Group
496
Bessemer Group
New Jersey
$8.21M
GC
497
Grimes & Company
Massachusetts
$8.21M
Capstone Investment Advisors
498
Capstone Investment Advisors
New York
$8.19M
CAMG
499
CWA Asset Management Group
Florida
$8.19M
ACIM
500
Azimuth Capital Investment Management
Michigan
$8.18M