We are live on ! Find out more

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
MYIA
776
Mount Yale Investment Advisors
Colorado
$2.58M
LA
777
LBP AM
France
$2.56M
BWP
778
Burling Wealth Partners
Illinois
$2.55M
SAM
779
Stansberry Asset Management
Texas
$2.52M
RWA
780
Roberts Wealth Advisors
California
$2.51M
BFPW
781
BOK Financial Private Wealth
Colorado
$2.49M
MU
782
Mirova US
Massachusetts
$2.49M
MCA
783
Martin Capital Advisors
Texas
$2.49M
MK
784
MASTERINVEST Kapitalanlage
$2.45M
VPI
785
Value Partners Investments
Manitoba, Canada
$2.43M
CA
786
Clearstead Advisors
Ohio
$2.41M
RFA
787
Resurgent Financial Advisors
Georgia
$2.36M
TPCM
788
Two Point Capital Management
New York
$2.36M
CPC
789
Consolidated Planning Corp
Georgia
$2.36M
GP
790
Guardian Partners
Canada
$2.35M
MWA
791
Monograph Wealth Advisors
California
$2.34M
PPA
792
Pacific Point Advisors
California
$2.33M
ATPW
793
Ashton Thomas Private Wealth
Arizona
$2.32M
SCM
794
Saber Capital Management
North Carolina
$2.32M
PMWMG
795
Parr McKnight Wealth Management Group
Minnesota
$2.31M
KTM
796
Keeler Thomas Management
Utah
$2.31M
AA
797
ALPS Advisors
Colorado
$2.31M
VCM
798
Voleon Capital Management
California
$2.29M
PFS
799
Prospera Financial Services
Texas
$2.27M
WS
800
Wedbush Securities
California
$2.27M