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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
MYAM
1026
Meiji Yasuda Asset Management
Japan
$985K
MOS
1027
MGO One Seven
Ohio
$980K
PC
1028
Permanens Capital
New York
$973K
MWM
1029
Modera Wealth Management
New Jersey
$967K
GFP
1030
Gryphon Financial Partners
Ohio
$966K
AI
1031
Atom Investors
Texas
$965K
APP
1032
Avantax Planning Partners
Iowa
$964K
DWT
1033
Dorsey & Whitney Trust
South Dakota
$962K
EIM
1034
Essex Investment Management
Massachusetts
$958K
BTI
1035
Blue Trust Inc
Georgia
$956K
LCGC
1036
Legacy Capital Group California
California
$955K
DCM
1037
Davidson Capital Management
Texas
$950K
LFAS
1038
Level Four Advisory Services
Texas
$949K
AWP
1039
Accretive Wealth Partners
New Jersey
$947K
SG
1040
StoneX Group
New York
$942K
SLT
1041
St Louis Trust
Missouri
$940K
PCA
1042
Pallas Capital Advisors
Massachusetts
$937K
SFFS
1043
Stonehage Fleming Financial Services
Jersey
$937K
SSWM
1044
Smith Salley Wealth Management
North Carolina
$932K
TFS
1045
Thoroughbred Financial Services
Tennessee
$932K
VCM
1046
Verde Capital Management
Michigan
$931K
IB
1047
Intrust Bank
Kansas
$930K
FHA
1048
Flagship Harbor Advisors
Massachusetts
$925K
NCM
1049
Novare Capital Management
North Carolina
$923K
AWA
1050
Arkadios Wealth Advisors
Georgia
$921K