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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
CPA
1401
Capital Performance Advisors
California
$380K
FCH
1402
Freestone Capital Holdings
Washington
$380K
TWP
1403
Triad Wealth Partners
Kansas
$379K
AHL
1404
Abel Hall LLC
Louisiana
$379K
MLL
1405
Moody Lynn & Lieberson
Massachusetts
$379K
PWM
1406
Prentice Wealth Management
New York
$379K
MF
1407
Magnetar Financial
Illinois
$378K
VA
1408
VestGen Advisors
Illinois
$378K
JWA
1409
JFS Wealth Advisors
Pennsylvania
$377K
FSA
1410
Fort Sheridan Advisors
Illinois
$374K
JFG
1411
Jefferies Financial Group
New York
$373K
IC
1412
Iconiq Capital
California
$373K
PFM
1413
Patton Fund Management
Texas
$372K
MA
1414
MONECO Advisors
Connecticut
$372K
AGWCA
1415
Annis Gardner Whiting Capital Advisors
Florida
$370K
BOC
1416
Bull Oak Capital
California
$370K
CAG
1417
Csenge Advisory Group
Florida
$369K
BWS
1418
Broadway Wealth Solutions
Texas
$369K
RIG
1419
Ramiah Investment Group
Wisconsin
$368K
EW
1420
Expressive Wealth
Illinois
$368K
KIA
1421
KCM Investment Advisors
California
$368K
PFG
1422
PAX Financial Group
Texas
$368K
RWP
1423
Revolve Wealth Partners
New Jersey
$368K
FFA
1424
Fortune Financial Advisors
Kansas
$366K
TCM
1425
Traynor Capital Management
Pennsylvania
$364K