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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
PHAM
1176
Palisades Hudson Asset Management
Florida
$645K
VST
1177
Van Strum & Towne
California
$643K
LFA
1178
Legacy Financial Advisors
Kentucky
$638K
FFN
1179
Focus Financial Network
Minnesota
$636K
WA
1180
Waddell & Associates
Tennessee
$632K
WPP
1181
Whalerock Point Partners
Rhode Island
$630K
NI
1182
Natural Investments
California
$628K
AA
1183
Ancora Advisors
Ohio
$628K
EI
1184
Ellevest Inc
New York
$625K
AA
1185
Advisory Advocates
Michigan
$622K
WAM
1186
Weatherly Asset Management
California
$620K
PF
1187
Prota Financial
Texas
$619K
BHC
1188
Bull Harbor Capital
Maryland
$618K
BLC
1189
Brown, Lisle/Cummings
Rhode Island
$618K
VV
1190
Verity & Verity
South Carolina
$617K
BAAM
1191
Baker Avenue Asset Management
California
$615K
OP
1192
Oslo Pensjonsforsikring
$615K
QWP
1193
Quotient Wealth Partners
Texas
$614K
CPC
1194
Congress Park Capital
New York
$614K
C
1195
Certuity
Florida
$613K
ZIM
1196
Zacks Investment Management
Illinois
$613K
SAM
1197
Simplify Asset Management
Nevada
$612K
HIA
1198
Harbor Investment Advisory
Maryland
$611K
RDWM
1199
Red Door Wealth Management
Tennessee
$611K
PCM
1200
Park Capital Management
Wisconsin
$609K