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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
1SB
1351
1ST Source Bank
Indiana
$422K
BOM
1352
Bank of Marin
California
$421K
LIM
1353
Leavell Investment Management
Alabama
$420K
OFG
1354
Oxford Financial Group
Indiana
$419K
KFAS
1355
Keating Financial Advisory Services
Kansas
$419K
TCOT
1356
Trust Company of Toledo
Ohio
$419K
AAS
1357
Ameritas Advisory Services
Nebraska
$417K
AWE
1358
Avidian Wealth Enterprises
Texas
$417K
GSIAS
1359
Garden State Investment Advisory Services
New Jersey
$416K
GSEP
1360
Golden State Equity Partners
California
$416K
TIA
1361
Tiemann Investment Advisors
California
$416K
PT
1362
Plimoth Trust
Massachusetts
$416K
HCM
1363
Hillman Capital Management
Maryland
$414K
HFW
1364
Horizon Family Wealth
Illinois
$414K
BWA
1365
BlueSky Wealth Advisors
North Carolina
$413K
BHBT
1366
Burke & Herbert Bank & Trust
Virginia
$413K
1CP
1367
17 Capital Partners
Arizona
$412K
PWS
1368
Precision Wealth Strategies
Missouri
$409K
PDL
1369
Portfolio Design Labs
California
$409K
VHAM
1370
Van Hulzen Asset Management
California
$407K
FFA
1371
Founders Financial Alliance
North Carolina
$405K
GCA
1372
Gradient Capital Advisors
California
$403K
4WM
1373
49 Wealth Management
Texas
$400K
HHCP
1374
Hilton Head Capital Partners
South Carolina
$399K
RCAG
1375
Rehmann Capital Advisory Group
Michigan
$398K