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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
IAA
851
Independent Advisor Alliance
North Carolina
$1.86M
PCA
852
Private Capital Advisors
Connecticut
$1.86M
FA
853
Fiduciary Alliance
South Carolina
$1.85M
SMH
854
Sanders Morris Harris
Texas
$1.85M
HA
855
Herold Advisors
New York
$1.84M
AC
856
Avestar Capital
New York
$1.83M
DAC
857
Dutch Asset Corp
New York
$1.83M
CA
858
Cache Advisors
California
$1.82M
GPWM
859
Grant Private Wealth Management
California
$1.81M
PIA
860
Petredis Investment Advisors
Pennsylvania
$1.8M
PFGIA
861
Patriot Financial Group Insurance Agency
Massachusetts
$1.8M
KRS
862
Kentucky Retirement Systems
Kentucky
$1.79M
SC
863
Syon Capital
California
$1.78M
OL
864
Optas LLC
Texas
$1.78M
IA
865
IFP Advisors
Florida
$1.77M
AFG
866
Atomi Financial Group
New York
$1.76M
SWP
867
Sagespring Wealth Partners
Tennessee
$1.76M
TFP
868
Tilia Fiduciary Partners
North Carolina
$1.75M
KFBMI
869
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.73M
GITFIT
870
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.73M
SSI
871
Scott & Selber Inc
Texas
$1.72M
GIA
872
Gateway Investment Advisers
Ohio
$1.71M
WAC
873
William Allan Corp
Colorado
$1.71M
TPCM
874
Templeton & Phillips Capital Management
Tennessee
$1.7M
KCM
875
Kornitzer Capital Management
Kansas
$1.67M