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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
SFI
601
Siemens Fonds Invest
Germany
$5.3M
ANTB
602
AMG National Trust Bank
Colorado
$5.29M
MA
603
Montag & Associates
Georgia
$5.25M
CW
604
Channel Wealth
California
$5.25M
SSWM
605
Sheets Smith Wealth Management
North Carolina
$5.23M
BWL
606
Bogart Wealth LLC
Virginia
$5.2M
AAM
607
Advisors Asset Management
Colorado
$5.19M
MGWM
608
Marks Group Wealth Management
Minnesota
$5.16M
GIP
609
Granite Investment Partners
California
$5.14M
BGDI
610
BW Gestao de Investimentos
Brazil
$5.14M
LTAS
611
Linden Thomas Advisory Services
North Carolina
$5.13M
SWM
612
Sendero Wealth Management
Texas
$5.12M
BF
613
BOK Financial
Oklahoma
$5.05M
FCM
614
Fairbanks Capital Management
California
$5.05M
ATI
615
Act Two Investors
California
$5.05M
SW
616
SteelPeak Wealth
California
$5.01M
HCA
617
Harbor Capital Advisors
Illinois
$5.01M
SPIA
618
Steward Partners Investment Advisory
New York
$4.98M
ALMGDA
619
AG2R La Mondiale Gestion d'Actifs
France
$4.97M
MSE
620
MUFG Securities EMEA
United Kingdom
$4.93M
GWMR
621
GC Wealth Management RIA
Massachusetts
$4.93M
HNB
622
Huntington National Bank
Ohio
$4.87M
CI
623
Conning Inc
Connecticut
$4.85M
STA
624
Summit Trail Advisors
New York
$4.85M
MFG
625
Merit Financial Group
Georgia
$4.85M