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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
KWS
1476
Keystone Wealth Services
California
$317K
CFSG
1477
Clark Financial Services Group
Missouri
$317K
PWMG
1478
Prestige Wealth Management Group
New Jersey
$317K
SB
1479
Simmons Bank
Arkansas
$317K
JAFL
1480
Jay A. Fishman Ltd
Michigan
$317K
SWMG
1481
Signature Wealth Management Group
Georgia
$316K
OF
1482
Optimize Financial
California
$316K
3IP
1483
3Chopt Investment Partners
Virginia
$315K
MFA
1484
Mayflower Financial Advisors
Massachusetts
$314K
JBA
1485
Johnson Bixby & Associates
Washington
$313K
G
1486
GenTrust
Florida
$313K
CD
1487
Chapin Davis
Maryland
$313K
WTB
1488
Washington Trust Bank
Washington
$311K
SWA
1489
Sax Wealth Advisors
New Jersey
$310K
AFGAS
1490
Allegiance Financial Group Advisory Services
Virginia
$310K
CF
1491
Centaurus Financial
California
$310K
CAM
1492
Costello Asset Management
Pennsylvania
$309K
MSR
1493
Main Street Research
Connecticut
$308K
FIA
1494
Foundations Investment Advisors
Arizona
$308K
KNW
1495
Kesler Norman & Wride
Utah
$308K
VBFP
1496
Valtinson Bruner Financial Planning
Minnesota
$307K
1W
1497
1776 Wealth
Georgia
$307K
MAG
1498
Meadowbrook Advisors Group
New Jersey
$306K
ML
1499
McAdam LLC
Pennsylvania
$306K
VH
1500
Visionary Horizons
Tennessee
$305K