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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
CIA
1001
Capital Investment Advisors
Georgia
$1.08M
LAI
1002
Legal Advantage Investments
California
$1.08M
Group One Trading
1003
Group One Trading
Illinois
$1.06M
ESBC
1004
E.S. Barr & Co
Kentucky
$1.06M
RGC
1005
Roberts, Glore & Co
Illinois
$1.06M
GAM
1006
Groupama Asset Management
France
$1.05M
BFO
1007
Boston Family Office
Massachusetts
$1.05M
AFT
1008
Alpha Family Trust
California
$1.05M
OIA
1009
OneDigital Investment Advisors
Kansas
$1.04M
CFA
1010
Churchill Financial Advisors
Kentucky
$1.04M
CS
1011
Crescent Sterling
Louisiana
$1.03M
TCA
1012
Transcend Capital Advisors
New Jersey
$1.03M
LI
1013
Lafayette Investments
Maryland
$1.02M
GIM
1014
Goelzer Investment Management
Indiana
$1.02M
PAM
1015
Peak Asset Management
Colorado
$1.02M
SF
1016
Symphony Financial
Texas
$1.01M
PCP
1017
Pacific Capital Partners
$1.01M
ISS
1018
Intesa Sanpaolo SpA.
Italy
$1M
JSA
1019
Jacobson & Schmitt Advisors
Wisconsin
$996K
BHCM
1020
Brevan Howard Capital Management
Jersey
$996K
EWM
1021
Empirical Wealth Management
Washington
$996K
CPL
1022
Capital & Planning LLC
Georgia
$993K
CFG
1023
Cooper Financial Group
California
$991K
MCM
1024
McRae Capital Management
New Jersey
$991K
AHIA
1025
Andrew Hill Investment Advisors
Florida
$988K