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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
CNB
1601
Camden National Bank
Maine
$244K
NWMG
1602
National Wealth Management Group
Ohio
$244K
DWM
1603
Dogwood Wealth Management
Kansas
$244K
FG
1604
Foster Group
Iowa
$243K
BFA
1605
Bragg Financial Advisors
North Carolina
$243K
TCM
1606
Telos Capital Management
California
$242K
Pzena Investment Management
1607
Pzena Investment Management
New York
$242K
AC
1608
Apella Capital
Connecticut
$241K
NAAA
1609
New Age Alpha Advisors
New York
$241K
SIG
1610
Spinnaker Investment Group
California
$241K
LW
1611
Libra Wealth
California
$240K
ORAM
1612
One River Asset Management
Connecticut
$240K
PIA
1613
Powell Investment Advisors
Florida
$238K
APM
1614
a16z Perennial Management
California
$238K
TWG
1615
The Wealth Group
Minnesota
$237K
CFA
1616
Capstone Financial Advisors
Illinois
$237K
AWA
1617
AGH Wealth Advisors
Kansas
$237K
VC
1618
Veracity Capital
Georgia
$236K
TWM
1619
TRB Wealth Management
Texas
$236K
DW30
1620
Drucker Wealth 3.0
New Jersey
$235K
MWS
1621
MFA Wealth Services
California
$234K
CCM
1622
Chilton Capital Management
Texas
$234K
PWM
1623
Pacific Wealth Management
California
$233K
ATS
1624
Ashton Thomas Securities
New York
$233K
KCIC
1625
Kuhn & Co Investment Counsel
Illinois
$233K