We are live on ! Find out more

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
OHIS
826
Oak Harvest Investment Services
Texas
$2.01M
BFM
827
Boothbay Fund Management
New York
$2M
FTWA
828
Fifth Third Wealth Advisors
Ohio
$1.99M
CCG
829
Chatham Capital Group
Georgia
$1.99M
PF
830
Phoenix Financial
Israel
$1.99M
RW
831
RVW Wealth
California
$1.99M
IPAM
832
ICICI Prudential Asset Management
India
$1.98M
PWS
833
Peloton Wealth Strategists
Indiana
$1.97M
AC
834
AlphaCore Capital
California
$1.95M
TG
835
TCW Group
California
$1.95M
EIA
836
Edgemoor Investment Advisors
Maryland
$1.94M
RWP
837
RWA Wealth Partners
Massachusetts
$1.93M
SCA
838
Stokes Capital Advisors
South Carolina
$1.93M
ISWM
839
Independent Solutions Wealth Management
New York
$1.93M
TCM
840
Twin Capital Management
Pennsylvania
$1.92M
GIC
841
Generali Investments CEE
Czech Republic
$1.89M
ACM
842
Aljian Capital Management
Nevada
$1.89M
LRIC
843
Long Road Investment Counsel
Michigan
$1.89M
EP
844
Edgestream Partners
New Jersey
$1.88M
PWM
845
Perigon Wealth Management
California
$1.88M
JCM
846
Jacobi Capital Management
Pennsylvania
$1.88M
OAM
847
Ostrum Asset Management
France
$1.88M
HA
848
Harfst & Associates
Wyoming
$1.88M
IF
849
Ironwood Financial
Arizona
$1.87M
SAM
850
Smartleaf Asset Management
Massachusetts
$1.87M