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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
EW
951
Evoke Wealth
California
$1.26M
WWM
952
Western Wealth Management
Colorado
$1.25M
MFG
953
Monte Financial Group
Connecticut
$1.25M
AWA
954
Aaron Wealth Advisors
Illinois
$1.25M
PA
955
Pinnacle Associates
New York
$1.25M
NW
956
Naviter Wealth
Arkansas
$1.25M
SAM
957
Sunstone Asset Management
New York
$1.25M
APG
958
Abacus Planning Group
South Carolina
$1.24M
NG
959
Norden Group
Utah
$1.24M
PWP
960
Precedent Wealth Partners
Texas
$1.24M
FMI
961
Frec Markets Inc
California
$1.22M
SOAM
962
SBI Okasan Asset Management
Japan
$1.22M
AAP
963
Arax Advisory Partners
Colorado
$1.2M
NWMG
964
Nicholson Wealth Management Group
South Carolina
$1.2M
JSW
965
Journey Strategic Wealth
New Jersey
$1.2M
AIM
966
Anchor Investment Management
South Carolina
$1.2M
SFS
967
Stiles Financial Services
Minnesota
$1.2M
FNFDCM
968
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.18M
CCM
969
Conway Capital Management
California
$1.18M
MGIA
970
Moneta Group Investment Advisors
Missouri
$1.18M
EHWM
971
Eads & Heald Wealth Management
Georgia
$1.18M
CIEC
972
Crédit Industriel et Commercial
France
$1.17M
BPC
973
Banque Pictet & Cie
Switzerland
$1.17M
MAWA
974
Moss Adams Wealth Advisors
Washington
$1.16M
TPF
975
Tribridge Partners Financial
Maryland
$1.16M