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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
PWP
1276
Principle Wealth Partners
Connecticut
$517K
FNT
1277
First National Trust
Pennsylvania
$516K
TWM
1278
Trueblood Wealth Management
Ohio
$509K
HCA
1279
Hardworking Capital Advisors
California
$509K
ACS
1280
Archford Capital Strategies
Illinois
$507K
ST
1281
Spinnaker Trust
Maine
$506K
IAN
1282
Integrated Advisors Network
Texas
$506K
WC
1283
Waterloo Capital
Texas
$503K
SEA
1284
Stegent Equity Advisors
Texas
$503K
FWP
1285
Forefront Wealth Partners
Texas
$502K
BMO
1286
Beck Mack & Oliver
New York
$500K
MFG
1287
Magnus Financial Group
New York
$499K
CIC
1288
Carnegie Investment Counsel
Ohio
$497K
VFA
1289
Values First Advisors
Tennessee
$494K
LWL
1290
Leo Wealth LLC
Texas
$493K
CLOS
1291
Compagnie Lombard Odier SCmA
Switzerland
$493K
BA
1292
Bridgewater Advisors
New York
$492K
WFI
1293
West Family Investments
California
$492K
WAP
1294
Wealthcare Advisory Partners
Pennsylvania
$491K
PPW
1295
Parcion Private Wealth
Washington
$490K
HAS
1296
HBW Advisory Services
California
$487K
CWA
1297
CM Wealth Advisors
Ohio
$486K
RCM
1298
RB Capital Management
Nevada
$484K
MWM
1299
Meridian Wealth Management
Kentucky
$483K
UAG
1300
United Advisor Group
Ohio
$480K