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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
WHCI
1601
W.H. Cornerstone Investments
Massachusetts
$247K
GC
1602
Gilbert & Cook
Iowa
$247K
CIP
1603
Castlefield Investment Partners
$246K
TC
1604
TFR Capital
Texas
$245K
CNB
1605
Camden National Bank
Maine
$244K
NWMG
1606
National Wealth Management Group
Ohio
$244K
DWM
1607
Dogwood Wealth Management
Kansas
$244K
FG
1608
Foster Group
Iowa
$243K
BFA
1609
Bragg Financial Advisors
North Carolina
$243K
TCM
1610
Telos Capital Management
California
$242K
Pzena Investment Management
1611
Pzena Investment Management
New York
$242K
AC
1612
Apella Capital
Connecticut
$241K
NAAA
1613
New Age Alpha Advisors
New York
$241K
SIG
1614
Spinnaker Investment Group
California
$241K
LW
1615
Libra Wealth
California
$240K
ORAM
1616
One River Asset Management
Connecticut
$240K
PIA
1617
Powell Investment Advisors
Florida
$238K
APM
1618
a16z Perennial Management
California
$238K
TWG
1619
The Wealth Group
Minnesota
$237K
CFA
1620
Capstone Financial Advisors
Illinois
$237K
AWA
1621
AGH Wealth Advisors
Kansas
$237K
VC
1622
Veracity Capital
Georgia
$236K
TWM
1623
TRB Wealth Management
Texas
$236K
DW30
1624
Drucker Wealth 3.0
New Jersey
$235K
MWS
1625
MFA Wealth Services
California
$234K