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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
CWP
801
Concord Wealth Partners
Virginia
$2.26M
CAMV
802
Concord Asset Management (Virginia)
Virginia
$2.24M
TCIIS
803
TIAA-CREF Individual & Institutional Services
New York
$2.22M
SAM
804
S.A. Mason
Michigan
$2.21M
Optiver Holding
805
Optiver Holding
Netherlands
$2.21M
RWM
806
Ritholtz Wealth Management
New York
$2.19M
CCG
807
Cypress Capital Group
Florida
$2.16M
VFM
808
Viking Fund Management
North Dakota
$2.16M
CTC
809
Central Trust Company
Missouri
$2.15M
NW
810
NewEdge Wealth
Pennsylvania
$2.15M
KJHP
811
K.J. Harrison & Partners
Ontario, Canada
$2.12M
BIA
812
Baer Investment Advisory
California
$2.11M
CHC
813
City Holding Co
West Virginia
$2.1M
FAN
814
Financial Advisors Network
California
$2.1M
MCM
815
MV Capital Management
Maryland
$2.09M
OCAM
816
Onex Canada Asset Management
Ontario, Canada
$2.09M
NB
817
Nicolet Bankshares
Wisconsin
$2.09M
SAM
818
Silvercrest Asset Management
New York
$2.08M
FGAM
819
Financial Gravity Asset Management
Texas
$2.08M
WF
820
Welch & Forbes
Massachusetts
$2.06M
OC
821
Oarsman Capital
Wisconsin
$2.05M
TC
822
Tejara Capital
United Kingdom
$2.04M
SAM
823
Sompo Asset Management
Japan
$2.04M
IWC
824
Integrated Wealth Concepts
Massachusetts
$2.03M
WIA
825
Wealthedge Investment Advisors
New York
$2.02M