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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
BWFA
1251
Baltimore-Washington Financial Advisors
Maryland
$549K
AWM
1252
Avior Wealth Management
Nebraska
$549K
MMG
1253
Monetary Management Group
Missouri
$545K
IFWM
1254
Institute for Wealth Management
Colorado
$545K
AAS
1255
Annex Advisory Services
Wisconsin
$543K
AW
1256
Alteri Wealth
California
$542K
SW
1257
SVB Wealth
Massachusetts
$542K
HWA
1258
HCR Wealth Advisors
California
$542K
WIM
1259
Waycross Investment Management
Washington
$540K
SWM
1260
Spire Wealth Management
Virginia
$540K
AWM
1261
Act Wealth Management
Texas
$538K
VW
1262
Vance Wealth
California
$538K
TTIC
1263
Tower Trust & Investment Company
Iowa
$538K
7WCP
1264
71 West Capital Partners
Massachusetts
$535K
CWA
1265
Canvas Wealth Advisors
Kansas
$535K
CPA
1266
Cardiff Park Advisors
California
$533K
BRWA
1267
B. Riley Wealth Advisors
Florida
$530K
GCM
1268
Greenland Capital Management
New York
$530K
EWA
1269
Exencial Wealth Advisors
Oklahoma
$528K
CPWA
1270
Cerro Pacific Wealth Advisors
California
$527K
NSIM
1271
North Star Investment Management
Illinois
$527K
T
1272
TOBAM
France
$524K
MWM
1273
Modern Wealth Management
Kansas
$524K
DCM
1274
DGS Capital Management
New Jersey
$523K
HPM
1275
Hoxton Planning & Management
West Virginia
$521K