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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
LCM
1101
Legato Capital Management
California
$765K
JF
1102
Jump Financial
Illinois
$763K
BL
1103
Balentine LLC
Georgia
$763K
CL
1104
CVFG LLC
Indiana
$763K
LWA
1105
LifeGoal Wealth Advisors
New York
$762K
LCWP
1106
Legacy Capital Wealth Partners
Arkansas
$757K
HIP
1107
HUB Investment Partners
Texas
$756K
WANY
1108
Wealthspire Advisors (New York)
New York
$755K
AM
1109
Account Management
Massachusetts
$755K
HR
1110
Hardy Reed
Mississippi
$754K
CPW
1111
Cove Private Wealth
New York
$752K
ATC
1112
Argent Trust Co
Tennessee
$750K
MCC
1113
Malaga Cove Capital
California
$749K
KWM
1114
Kingsview Wealth Management
Oregon
$749K
PP
1115
PDS Planning
Ohio
$748K
DWM
1116
Destination Wealth Management
California
$748K
PWML
1117
Positano Wealth Management Ltd
$748K
KGC
1118
Kennon-Green & Company
Ohio
$742K
AF
1119
Aviso Financial
Ontario, Canada
$740K
CAM
1120
Congress Asset Management
Massachusetts
$738K
WI
1121
WBI Investments
New Jersey
$735K
MTIM
1122
Marathon Trading Investment Management
Pennsylvania
$735K
CSPIA
1123
Cary Street Partners Investment Advisory
Virginia
$735K
GDP
1124
Great Diamond Partners
Maine
$730K
FFS
1125
Founders Financial Securities
Maryland
$730K