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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
GFA
1451
Godfrey Financial Associates
New York
$332K
MCM
1452
Manchester Capital Management
Vermont
$331K
AWM
1453
Ariadne Wealth Management
California
$331K
AIA
1454
Accelerate Investment Advisors
California
$329K
CFO
1455
Cambient Family Office
Michigan
$329K
FPH
1456
Financial Planning Hawaii
Hawaii
$328K
SWP
1457
Strategic Wealth Partners
Ohio
$328K
GS
1458
GWN Securities
Florida
$328K
SS
1459
Sunbelt Securities
Texas
$327K
KFP
1460
KMG Fiduciary Partners
Ohio
$327K
BWP
1461
Bernardo Wealth Planning
Pennsylvania
$327K
OL
1462
OneFund LLC
Florida
$327K
KP
1463
Keel Point
Alabama
$326K
AF
1464
Arrow Financial
New York
$324K
GCP
1465
Gill Capital Partners
Colorado
$324K
SL
1466
Summitry LLC
California
$324K
SL
1467
SFM LLC
New Hampshire
$323K
TNA
1468
True North Advisors
Texas
$323K
NAMNJ
1469
NorthStar Asset Management (New Jersey)
New Jersey
$323K
LDB
1470
Lee, Danner & Bass
Tennessee
$323K
IWS
1471
Integrity Wealth Solutions
Colorado
$323K
PWG
1472
Portside Wealth Group
Utah
$322K
NFA
1473
Northern Financial Advisors
Michigan
$322K
TP
1474
TritonPoint Partners
Maryland
$321K
CC
1475
Capital Counsel
New York
$321K