We are live on ! Find out more

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
ILI
1551
Invesco LLC (Illinois)
Illinois
$271K
BG
1552
Bahl & Gaynor
Ohio
$270K
PG
1553
Proffitt & Goodson
Tennessee
$270K
BIA
1554
Bigelow Investment Advisors
Maine
$269K
SP
1555
Saranac Partners
$269K
MA
1556
MJP Associates
Connecticut
$269K
NDSI
1557
Newman Dignan & Sheerar Inc
Rhode Island
$268K
CM
1558
Cercano Management
Washington
$268K
KAM
1559
Knightsbridge Asset Management
California
$267K
WCM
1560
Wedge Capital Management
North Carolina
$267K
DIS
1561
Diversified Investment Strategies
Louisiana
$265K
MCWA
1562
Meadow Creek Wealth Advisors
Georgia
$265K
PL
1563
Plancorp LLC
Missouri
$265K
PTC
1564
Private Trust Company
Ohio
$264K
KWA
1565
Kingswood Wealth Advisors
California
$263K
LWM
1566
Latko Wealth Management
Illinois
$261K
CMA
1567
Cedar Mountain Advisors
Oregon
$261K
CAM
1568
Columbia Asset Management
Michigan
$260K
SVWAG
1569
Sound View Wealth Advisors Group
Georgia
$260K
NERM
1570
New England Research & Management
Illinois
$260K
GA
1571
Gordian Advisors
Arizona
$259K
ECAM
1572
East Coast Asset Management
Massachusetts
$259K
SAMT
1573
Select Asset Management & Trust
Pennsylvania
$259K
AWM
1574
Avaii Wealth Management
Wisconsin
$259K
VCM
1575
Virtue Capital Management
Tennessee
$257K