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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
PCM
1201
Park Capital Management
Wisconsin
$609K
B
1202
Barings
North Carolina
$608K
TPA
1203
Trivium Point Advisory
Connecticut
$608K
CIG
1204
Cascade Investment Group
Colorado
$607K
PAM
1205
Paradigm Asset Management
New York
$605K
ACM
1206
Advisors Capital Management
New Jersey
$599K
SIG
1207
Sargent Investment Group
Maryland
$594K
IWM
1208
IHT Wealth Management
Illinois
$594K
SLA
1209
Silver Lake Advisory
Utah
$591K
CCA
1210
Coign Capital Advisors
Utah
$591K
DWM
1211
Drive Wealth Management
Utah
$591K
MPWT
1212
MassMutual Private Wealth & Trust
Connecticut
$590K
NCM
1213
Nelson Capital Management
California
$590K
RWC
1214
Rare Wolf Capital
Washington
$590K
DCM
1215
Donaldson Capital Management
Indiana
$590K
SW
1216
Simplicity Wealth
New Jersey
$590K
4A
1217
4Wealth Advisors
Illinois
$588K
HFO
1218
Heritage Family Offices
Arizona
$588K
BONST
1219
Bank of Nova Scotia Trust
Ontario, Canada
$586K
LFG
1220
Larson Financial Group
Missouri
$584K
PWAM
1221
Pinnacle West Asset Management
Wyoming
$584K
RWB
1222
RMR Wealth Builders
New Jersey
$584K
TC
1223
TownSquare Capital
Utah
$583K
AWM
1224
Angeles Wealth Management
California
$581K
GAMC
1225
Garner Asset Management Corp
Texas
$580K