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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
CWM
976
Circle Wealth Management
New Jersey
$1.15M
SWM
977
Scissortail Wealth Management
Oklahoma
$1.14M
SVCP
978
Silicon Valley Capital Partners
California
$1.14M
CCWM
979
Correct Capital Wealth Management
Missouri
$1.13M
CNC
980
Citizens & Northern Corp
Pennsylvania
$1.13M
EFG
981
Everhart Financial Group
Ohio
$1.13M
PA
982
PFG Advisors
Arizona
$1.13M
CYG
983
Clean Yield Group
Vermont
$1.13M
CI
984
Cigna Investments
Connecticut
$1.13M
GAM
985
Gemmer Asset Management
California
$1.13M
XT
986
XTX Topco
Cayman Islands
$1.12M
NWAG
987
Net Worth Advisory Group
Utah
$1.12M
MYLI
988
Meiji Yasuda Life Insurance
Japan
$1.12M
FLI
989
Family Legacy Inc
South Carolina
$1.12M
DWM
990
Darwin Wealth Management
Florida
$1.11M
SC
991
Saturna Capital
Washington
$1.11M
HI
992
Harbour Investments
Wisconsin
$1.11M
CIA
993
Choate Investment Advisors
Massachusetts
$1.11M
FCBT
994
First Citizens Bank & Trust
North Carolina
$1.1M
HSA
995
HBK Sorce Advisory
Pennsylvania
$1.09M
NP
996
NorthRock Partners
Minnesota
$1.09M
GI
997
GLOBALT Investments
Georgia
$1.09M
PTFIS
998
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.09M
Lord, Abbett & Co
999
Lord, Abbett & Co
New Jersey
$1.09M
CIA
1000
Capital Investment Advisors
Georgia
$1.08M