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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
IFG
1226
Independent Financial Group
California
$579K
SA
1227
Sovran Advisors
California
$577K
HG
1228
Harbor Group
New Hampshire
$576K
SS
1229
SBI Securities
Japan
$574K
NB
1230
NBT Bank
New York
$569K
WFP
1231
Worthington Financial Partners
Ohio
$563K
SL
1232
Sentinus LLC
Illinois
$563K
CCA
1233
Childress Capital Advisors
Texas
$562K
IAIM
1234
International Assets Investment Management
Florida
$562K
BC
1235
Burney Company
Virginia
$562K
TAFW
1236
Tred Avon Family Wealth
Maryland
$560K
WA
1237
WP Advisors
California
$558K
MFIM
1238
Mesirow Financial Investment Management
Illinois
$558K
NG
1239
Navigation Group
California
$557K
BCAM
1240
Boston Common Asset Management
Massachusetts
$557K
DE
1241
Diversified Enterprises
Delaware
$556K
VCM
1242
Versant Capital Management
Arizona
$556K
AWP
1243
Abacus Wealth Partners
California
$556K
DIP
1244
Davis Investment Partners
North Carolina
$553K
CIM
1245
Cambria Investment Management
California
$552K
PL
1246
Parthenon LLC
Kentucky
$551K
HT
1247
Heritage Trust
Oklahoma
$551K
GWA
1248
Gratus Wealth Advisors
Virginia
$551K
WFPG
1249
Waller Financial Planning Group
Ohio
$550K
BWFA
1250
Baltimore-Washington Financial Advisors
Maryland
$549K