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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
MWM
1301
Meridian Wealth Management
Kentucky
$483K
UAG
1302
United Advisor Group
Ohio
$480K
RCA
1303
Resonant Capital Advisors
Wisconsin
$479K
VDC
1304
Van Diest Capital
Iowa
$478K
HCP
1305
Holt Capital Partners
Texas
$477K
MIC
1306
Maxi Investments CY
Cyprus
$476K
FM
1307
Freemont Management
Switzerland
$476K
TPWA
1308
Twin Peaks Wealth Advisors
California
$476K
NHT
1309
New Hampshire Trust
New Hampshire
$473K
VCA
1310
Verdence Capital Advisors
Maryland
$473K
SWA
1311
Stratos Wealth Advisors
Ohio
$472K
TFP
1312
TrueWealth Financial Partners
Washington
$471K
AT
1313
American Trust
Kentucky
$471K
SFC
1314
SYM Financial Corp
Indiana
$471K
AA
1315
Alta Advisers
United Kingdom
$470K
BCG
1316
Breakwater Capital Group
New Jersey
$469K
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$469K
FM
1318
Family Management
New York
$468K
PCG
1319
PFC Capital Group
California
$464K
NRS
1320
Neville Rodie & Shaw
New York
$462K
DWP
1321
Daymark Wealth Partners
Ohio
$461K
SPWG
1322
Sage Private Wealth Group
Illinois
$461K
BF
1323
Brucke Financial
Indiana
$460K
KCM
1324
Kathmere Capital Management
Pennsylvania
$457K
EA
1325
Everpar Advisors
Oklahoma
$454K