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