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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
AA
651
Apriem Advisors
California
$4.21M
YIH
652
Y-Intercept (HK)
Hong Kong
$4.2M
AM
653
AGF Management
Ontario, Canada
$4.19M
BIA
654
Beacon Investment Advisors
Maryland
$4.19M
FT
655
Fiduciary Trust
Massachusetts
$4.18M
Envestnet Portfolio Solutions
656
Envestnet Portfolio Solutions
Illinois
$4.15M
SWP
657
Stratos Wealth Partners
Ohio
$4.13M
PC
658
Promethos Capital
Massachusetts
$4.12M
SCM
659
Stonebridge Capital Management
California
$4.12M
CBT
660
Central Bank & Trust
Kentucky
$4.11M
HCM
661
Harvey Capital Management
Florida
$4.1M
EF
662
Empirical Finance
Pennsylvania
$4.05M
GAAM
663
Guinness Atkinson Asset Management
California
$4.04M
RL
664
Ruffer LLP
United Kingdom
$4.02M
NAM
665
Nutshell Asset Management
United Kingdom
$3.97M
WC
666
Weil Company
California
$3.97M
GM
667
GeoWealth Management
Illinois
$3.96M
TTWM
668
TCV Trust & Wealth Management
Virginia
$3.94M
BCFD
669
Boit C.F. David
$3.93M
HWM
670
Hohimer Wealth Management
Washington
$3.91M
CWP
671
Cyndeo Wealth Partners
Florida
$3.9M
AHC
672
Anderson Hoagland & Co
Missouri
$3.86M
EPW
673
Evergreen Private Wealth
Colorado
$3.85M
NMIMC
674
Northwestern Mutual Investment Management Company
Wisconsin
$3.85M
FHC
675
First Horizon Corporation
Tennessee
$3.85M