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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
CFP
1126
Catalyst Financial Partners
Massachusetts
$728K
FCP
1127
Fidelis Capital Partners
Florida
$728K
CI
1128
CX Institutional
Indiana
$727K
CBTWT
1129
Community Bank & Trust (Waco, Texas)
Texas
$726K
FLPIM
1130
F.L. Putnam Investment Management
Massachusetts
$725K
BMWS
1131
Brady Martz Wealth Solutions
North Dakota
$723K
AP
1132
Anchyra Partners
Georgia
$714K
EMC
1133
Everest Management Corp
California
$709K
PWPS
1134
Pinnacle Wealth Planning Services
Ohio
$707K
CA
1135
Cullinan Associates
Kentucky
$707K
JMFC
1136
J.M. Forbes & Co
Massachusetts
$707K
VWM
1137
Valley Wealth Managers
New Jersey
$706K
CM
1138
Capula Management
Cayman Islands
$705K
BHPW
1139
Beverly Hills Private Wealth
California
$704K
PFA
1140
Pure Financial Advisors
California
$702K
LT
1141
Legacy Trust
Michigan
$701K
RSC
1142
Red Spruce Capital
Pennsylvania
$701K
RCG
1143
Regatta Capital Group
California
$697K
WA
1144
WBH Advisory
Maryland
$694K
ACL
1145
Applied Capital LLC
Florida
$694K
EWM
1146
Evercore Wealth Management
New York
$693K
CCM
1147
Crew Capital Management
Ohio
$690K
AFCM
1148
Applied Finance Capital Management
Puerto Rico
$687K
BCM
1149
Barden Capital Management
Texas
$686K
MC
1150
Moors & Cabot
Massachusetts
$686K