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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
SAM
851
Smartleaf Asset Management
Massachusetts
$1.87M
IAA
852
Independent Advisor Alliance
North Carolina
$1.86M
PCA
853
Private Capital Advisors
Connecticut
$1.86M
FA
854
Fiduciary Alliance
South Carolina
$1.85M
SMH
855
Sanders Morris Harris
Texas
$1.85M
HA
856
Herold Advisors
New York
$1.84M
AC
857
Avestar Capital
New York
$1.83M
DAC
858
Dutch Asset Corp
New York
$1.83M
CA
859
Cache Advisors
California
$1.82M
GPWM
860
Grant Private Wealth Management
California
$1.81M
PIA
861
Petredis Investment Advisors
Pennsylvania
$1.8M
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$1.8M
KRS
863
Kentucky Retirement Systems
Kentucky
$1.79M
SC
864
Syon Capital
California
$1.78M
OL
865
Optas LLC
Texas
$1.78M
IA
866
IFP Advisors
Florida
$1.77M
AFG
867
Atomi Financial Group
New York
$1.76M
SWP
868
Sagespring Wealth Partners
Tennessee
$1.76M
TFP
869
Tilia Fiduciary Partners
North Carolina
$1.75M
KFBMI
870
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.73M
GITFIT
871
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.73M
SSI
872
Scott & Selber Inc
Texas
$1.72M
GIA
873
Gateway Investment Advisers
Ohio
$1.71M
WAC
874
William Allan Corp
Colorado
$1.71M
TPCM
875
Templeton & Phillips Capital Management
Tennessee
$1.7M