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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
CWM
1376
Connecticut Wealth Management
Connecticut
$397K
GBT
1377
Grove Bank & Trust
Florida
$397K
COCM
1378
Charter Oak Capital Management
New Hampshire
$397K
BIA
1379
Bell Investment Advisors
California
$396K
DE
1380
Defiance ETFs
New York
$395K
Betterment LLC
1381
Betterment LLC
New York
$393K
APW
1382
Aventura Private Wealth
Florida
$392K
GGI
1383
Godsey & Gibb Inc
Virginia
$391K
BDFN
1384
Bond & Devick Financial Network
Minnesota
$391K
VAM
1385
Verity Asset Management
North Carolina
$390K
OIS
1386
Okabena Investment Services
Minnesota
$389K
PCM
1387
PenderFund Capital Management
British Columbia, Canada
$389K
PI
1388
Pettee Investors
Connecticut
$389K
PI
1389
PFG Investments
New York
$388K
EP
1390
Essential Partners
California
$388K
FAM
1391
Formidable Asset Management
Ohio
$388K
FMLI
1392
Fukoku Mutual Life Insurance
Japan
$387K
AIM
1393
Aigen Investment Management
New York
$387K
GLA
1394
Great Lakes Advisors
Illinois
$387K
SP
1395
SmartHarvest Portfolios
Washington
$387K
CT
1396
Caldwell Trust
Florida
$380K
BAM
1397
Blueshift Asset Management
New Jersey
$380K
CPA
1398
Capital Performance Advisors
California
$380K
FCH
1399
Freestone Capital Holdings
Washington
$380K
TWP
1400
Triad Wealth Partners
Kansas
$379K