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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
EPW
1051
Evolve Private Wealth
California
$914K
QPBE
1052
Quintet Private Bank (Europe)
Luxembourg
$912K
UBG
1053
United Bank (Georgia)
Georgia
$910K
SFS
1054
Sowell Financial Services
Arkansas
$910K
LWM
1055
Liberty Wealth Management
California
$904K
TIAA Trust, National Association
1056
TIAA Trust, National Association
North Carolina
$895K
EWA
1057
EverSource Wealth Advisors
Alabama
$887K
SGI
1058
Summit Global Investments
Utah
$884K
DSC
1059
Duncker Streett & Co
Missouri
$879K
VFG
1060
Victory Financial Group
Texas
$877K
MCP
1061
Mirador Capital Partners
California
$875K
RI
1062
Ridgewood Investments
New Jersey
$874K
UAS
1063
United Asset Strategies
New York
$874K
SF
1064
Summit Financial
New Jersey
$873K
MCC
1065
Money Concepts Capital
Florida
$872K
CF
1066
Convergence Financial
Missouri
$870K
IC
1067
Inscription Capital
Texas
$868K
RA
1068
RiverPark Advisors
New York
$865K
CCG
1069
Ceeto Capital Group
Florida
$865K
RP
1070
Riverwater Partners
Wisconsin
$865K
IAS
1071
Insigneo Advisory Services
Florida
$854K
MA
1072
Mutual Advisors
Nebraska
$853K
BWM
1073
BAM Wealth Management
Colorado
$852K
GS
1074
GTS Securities
New York
$849K
HH
1075
Hilltop Holdings
Texas
$845K