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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
AAA
1326
Andrews Advisory Associates
Hawaii
$448K
WBG
1327
Wharton Business Group
Pennsylvania
$448K
ADL
1328
Asset Dedication LLC
California
$447K
TWM
1329
Thrive Wealth Management
Pennsylvania
$446K
EWA
1330
Eagle Wealth Advisors
Connecticut
$445K
PCG
1331
Prosperity Consulting Group
Maryland
$444K
RMCM
1332
Reynders McVeigh Capital Management
Massachusetts
$443K
SWM
1333
SeaCrest Wealth Management
New York
$439K
GWP
1334
Gateway Wealth Partners
Wisconsin
$439K
TWM
1335
Trevian Wealth Management
Massachusetts
$437K
UFA
1336
Unify Financial Advisors
Florida
$437K
RPWA
1337
Regent Peak Wealth Advisors
Georgia
$437K
OFS
1338
Orrstown Financial Services
Pennsylvania
$436K
BC
1339
BDFS Capital
Delaware
$435K
CIAS
1340
Capital Investment Advisory Services
North Carolina
$433K
ICP
1341
Interchange Capital Partners
Pennsylvania
$433K
WFA
1342
Wellspring Financial Advisors
Ohio
$433K
RC
1343
RBF Capital
California
$432K
BPAMU
1344
BTG Pactual Asset Management US
New York
$432K
CIA
1345
Caerus Investment Advisors
Texas
$430K
GHI
1346
Gross & Hartman Investments
Pennsylvania
$429K
CT
1347
Clearstead Trust
Maine
$428K
IRC
1348
Investors Research Corp
Georgia
$422K
MWM
1349
Maridea Wealth Management
New York
$422K
EFMH
1350
E Fund Management (HK)
Hong Kong
$422K