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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
FAM
901
Fred Alger Management
New York
$1.53M
AG
902
Ascent Group
Virginia
$1.51M
FMWA
903
Forvis Mazars Wealth Advisors
Missouri
$1.51M
WTC
904
WhitTier Trust Company
Nevada
$1.5M
EAM
905
Empirical Asset Management
Massachusetts
$1.5M
AI
906
AXS Investments
New York
$1.48M
GAG
907
GM Advisory Group
New York
$1.46M
HI
908
Harrington Investments
California
$1.45M
BAM
909
Belpointe Asset Management
Nevada
$1.44M
EWM
910
Elmwood Wealth Management
California
$1.44M
HCM
911
Howard Capital Management
Georgia
$1.43M
DFG
912
Demars Financial Group
Washington
$1.42M
SI
913
Scharf Investments
California
$1.42M
HIM
914
Hillsdale Investment Management
Ontario, Canada
$1.41M
FBC
915
Fairfield, Bush & Co
Connecticut
$1.41M
FRA
916
Frank Rimerman Advisors
California
$1.41M
VWM
917
Venturi Wealth Management
Texas
$1.4M
VA
918
Valmark Advisers
Ohio
$1.4M
RIG
919
RiverFront Investment Group
Virginia
$1.39M
IWA
920
Icon Wealth Advisors
Texas
$1.39M
EIP
921
Ellis Investment Partners
Pennsylvania
$1.39M
KF
922
Krilogy Financial
Missouri
$1.39M
PPWP
923
Premier Path Wealth Partners
New Jersey
$1.38M
CSC
924
Caldwell Sutter Capital
California
$1.38M
BTW
925
Boston Trust Walden
Massachusetts
$1.37M