We are live on ! Find out more

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
MOS
1026
MGO One Seven
Ohio
$980K
PC
1027
Permanens Capital
New York
$973K
MWM
1028
Modera Wealth Management
New Jersey
$967K
GFP
1029
Gryphon Financial Partners
Ohio
$966K
AI
1030
Atom Investors
Texas
$965K
APP
1031
Avantax Planning Partners
Iowa
$964K
DWT
1032
Dorsey & Whitney Trust
South Dakota
$962K
EIM
1033
Essex Investment Management
Massachusetts
$958K
BTI
1034
Blue Trust Inc
Georgia
$956K
LCGC
1035
Legacy Capital Group California
California
$955K
DCM
1036
Davidson Capital Management
Texas
$950K
LFAS
1037
Level Four Advisory Services
Texas
$949K
AWP
1038
Accretive Wealth Partners
New Jersey
$947K
SG
1039
StoneX Group
New York
$942K
SLT
1040
St Louis Trust
Missouri
$940K
PCA
1041
Pallas Capital Advisors
Massachusetts
$937K
SFFS
1042
Stonehage Fleming Financial Services
Jersey
$937K
SSWM
1043
Smith Salley Wealth Management
North Carolina
$932K
TFS
1044
Thoroughbred Financial Services
Tennessee
$932K
VCM
1045
Verde Capital Management
Michigan
$931K
IB
1046
Intrust Bank
Kansas
$930K
FHA
1047
Flagship Harbor Advisors
Massachusetts
$925K
NCM
1048
Novare Capital Management
North Carolina
$923K
AWA
1049
Arkadios Wealth Advisors
Georgia
$921K
EPW
1050
Evolve Private Wealth
California
$914K