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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
KCM
876
Kornitzer Capital Management
Kansas
$1.67M
FBT
877
First Bank & Trust
South Dakota
$1.67M
CAAS
878
Capital Asset Advisory Services
Michigan
$1.67M
TF
879
Trek Financial
Arizona
$1.66M
GCC
880
Guardian Capital (Canada)
Ontario, Canada
$1.66M
PA
881
Procyon Advisors
Connecticut
$1.65M
IPW
882
Inlet Private Wealth
Florida
$1.65M
RC
883
Roundview Capital
New Jersey
$1.65M
HHMI
884
Howard Hughes Medical Institute
Maryland
$1.64M
FB
885
Fulton Bank
Pennsylvania
$1.64M
CCA
886
Checchi Capital Advisers
California
$1.63M
BP
887
Ballentine Partners
Massachusetts
$1.63M
WIA
888
World Investment Advisors
California
$1.63M
KWM
889
Keebeck Wealth Management
Illinois
$1.6M
LP
890
LMR Partners
United Kingdom
$1.6M
MAA
891
Matrix Asset Advisors
New York
$1.6M
ECA
892
Elevated Capital Advisors
Utah
$1.6M
PCM
893
Prelude Capital Management
New York
$1.57M
LNB
894
Ledyard National Bank
$1.57M
SC
895
Savant Capital
Illinois
$1.56M
CAG
896
Cypress Advisory Group
Arizona
$1.55M
DFC
897
DB Fitzpatrick & Co
Idaho
$1.55M
CNBTD
898
Citizens National Bank Trust Department
Mississippi
$1.55M
CPBTD
899
Central Pacific Bank - Trust Division
Hawaii
$1.54M
AA
900
Altrafin AG
$1.54M