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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
CBT
1476
CoreFirst Bank & Trust
Kansas
$320K
KWM
1477
KFG Wealth Management
Indiana
$319K
LB
1478
Legacy Bridge
Iowa
$318K
KWS
1479
Keystone Wealth Services
California
$317K
CFSG
1480
Clark Financial Services Group
Missouri
$317K
PWMG
1481
Prestige Wealth Management Group
New Jersey
$317K
SB
1482
Simmons Bank
Arkansas
$317K
JAFL
1483
Jay A. Fishman Ltd
Michigan
$317K
SWMG
1484
Signature Wealth Management Group
Georgia
$316K
OF
1485
Optimize Financial
California
$316K
3IP
1486
3Chopt Investment Partners
Virginia
$315K
MFA
1487
Mayflower Financial Advisors
Massachusetts
$314K
JBA
1488
Johnson Bixby & Associates
Washington
$313K
G
1489
GenTrust
Florida
$313K
BWA
1490
Basecamp Wealth Advisors
Washington
$313K
CD
1491
Chapin Davis
Maryland
$313K
WTB
1492
Washington Trust Bank
Washington
$311K
SWA
1493
Sax Wealth Advisors
New Jersey
$310K
AFGAS
1494
Allegiance Financial Group Advisory Services
Virginia
$310K
CF
1495
Centaurus Financial
California
$310K
CAM
1496
Costello Asset Management
Pennsylvania
$309K
MSR
1497
Main Street Research
Connecticut
$308K
FIA
1498
Foundations Investment Advisors
Arizona
$308K
KNW
1499
Kesler Norman & Wride
Utah
$308K
VBFP
1500
Valtinson Bruner Financial Planning
Minnesota
$307K