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