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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
HWA
1326
Heritage Wealth Advisors
Virginia
$454K
AO
1327
Advisor OS
Illinois
$451K
AAA
1328
Andrews Advisory Associates
Hawaii
$448K
WBG
1329
Wharton Business Group
Pennsylvania
$448K
ADL
1330
Asset Dedication LLC
California
$447K
TWM
1331
Thrive Wealth Management
Pennsylvania
$446K
JRPCML
1332
J. R. Prunier Capital Management LLC
Massachusetts
$445K
EWA
1333
Eagle Wealth Advisors
Connecticut
$445K
PCG
1334
Prosperity Consulting Group
Maryland
$444K
RMCM
1335
Reynders McVeigh Capital Management
Massachusetts
$443K
SWM
1336
SeaCrest Wealth Management
New York
$439K
GWP
1337
Gateway Wealth Partners
Wisconsin
$439K
TWM
1338
Trevian Wealth Management
Massachusetts
$437K
UFA
1339
Unify Financial Advisors
Florida
$437K
RPWA
1340
Regent Peak Wealth Advisors
Georgia
$437K
OFS
1341
Orrstown Financial Services
Pennsylvania
$436K
BC
1342
BDFS Capital
Delaware
$435K
CIAS
1343
Capital Investment Advisory Services
North Carolina
$433K
ICP
1344
Interchange Capital Partners
Pennsylvania
$433K
WFA
1345
Wellspring Financial Advisors
Ohio
$433K
RC
1346
RBF Capital
California
$432K
BPAMU
1347
BTG Pactual Asset Management US
New York
$432K
CIA
1348
Caerus Investment Advisors
Texas
$430K
GHI
1349
Gross & Hartman Investments
Pennsylvania
$429K
CT
1350
Clearstead Trust
Maine
$428K