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