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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
PWMAG
1426
Pinnacle Wealth Management Advisory Group
New Jersey
$363K
II
1427
Impact Investors
California
$362K
IIL
1428
Income Insurance Ltd
$361K
MEAC
1429
M.E. Allison & Co
Texas
$361K
MMA
1430
Mizuho Markets Americas
New York
$360K
CCFM
1431
Clear Creek Financial Management
Washington
$360K
XWL
1432
XXI Wealth LLC
Illinois
$360K
CH
1433
Cromwell Holdings
Wyoming
$359K
VC
1434
Veery Capital
Delaware
$358K
EGM
1435
Engineers Gate Manager
New York
$358K
TWP
1436
Tyche Wealth Partners
Texas
$354K
CJ
1437
Caitlin John
Michigan
$353K
DWM
1438
Dakota Wealth Management
Florida
$352K
LA
1439
LVW Advisors
New York
$349K
UIA
1440
Ulland Investment Advisors
Minnesota
$348K
CCM
1441
Chiron Capital Management
Florida
$346K
SFCL
1442
Strengthening Families & Communities LLC
Massachusetts
$345K
AOWM
1443
Alpha Omega Wealth Management
Virginia
$344K
CCA
1444
Conestoga Capital Advisors
Pennsylvania
$344K
LI
1445
LVZ Inc
Michigan
$343K
WA
1446
Wealth Architects
California
$340K
TW
1447
ticino wealth
California
$340K
OIS
1448
OneAscent Investment Solutions
Alabama
$337K
PCS
1449
Private Client Services
Kentucky
$337K
PA
1450
Planning Alternatives
Michigan
$334K