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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
AI
651
AdvisorShares Investments
Maryland
$4.22M
AA
652
Apriem Advisors
California
$4.21M
YIH
653
Y-Intercept (HK)
Hong Kong
$4.2M
AM
654
AGF Management
Ontario, Canada
$4.19M
BIA
655
Beacon Investment Advisors
Maryland
$4.19M
FT
656
Fiduciary Trust
Massachusetts
$4.18M
Envestnet Portfolio Solutions
657
Envestnet Portfolio Solutions
Illinois
$4.15M
SWP
658
Stratos Wealth Partners
Ohio
$4.13M
PC
659
Promethos Capital
Massachusetts
$4.12M
SCM
660
Stonebridge Capital Management
California
$4.12M
CBT
661
Central Bank & Trust
Kentucky
$4.11M
HCM
662
Harvey Capital Management
Florida
$4.1M
EF
663
Empirical Finance
Pennsylvania
$4.05M
GAAM
664
Guinness Atkinson Asset Management
California
$4.04M
RL
665
Ruffer LLP
United Kingdom
$4.02M
NAM
666
Nutshell Asset Management
United Kingdom
$3.97M
WC
667
Weil Company
California
$3.97M
GM
668
GeoWealth Management
Illinois
$3.96M
TTWM
669
TCV Trust & Wealth Management
Virginia
$3.94M
BCFD
670
Boit C.F. David
$3.93M
HWM
671
Hohimer Wealth Management
Washington
$3.91M
CWP
672
Cyndeo Wealth Partners
Florida
$3.9M
AHC
673
Anderson Hoagland & Co
Missouri
$3.86M
EPW
674
Evergreen Private Wealth
Colorado
$3.85M
NMIMC
675
Northwestern Mutual Investment Management Company
Wisconsin
$3.85M