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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
PMSA
1626
Patrick M. Sweeney & Associates
Illinois
$233K
FFG
1627
Fiduciary Financial Group
California
$232K
OWA
1628
Opal Wealth Advisors
New York
$232K
WC
1629
Wynn Capital
Georgia
$232K
CT
1630
Colonial Trust
South Carolina
$232K
VVP
1631
Venture Visionary Partners
Ohio
$231K
ECM
1632
Elgethun Capital Management
South Dakota
$231K
RMC
1633
Resources Management Corp
Connecticut
$229K
TCM
1634
Triumph Capital Management
Colorado
$229K
TWM
1635
Tanager Wealth Management
United Kingdom
$229K
WRPWM
1636
Werba Rubin Papier Wealth Management
California
$229K
USCWA
1637
U.S. Capital Wealth Advisors
Texas
$229K
SC
1638
SouthState Corp
Florida
$228K
TAP
1639
Tounjian Advisory Partners
Florida
$228K
WAG
1640
Wallace Advisory Group
California
$228K
OBWG
1641
Onyx Bridge Wealth Group
New York
$228K
MSWM
1642
Master's Wealth Management
Pennsylvania
$227K
IA
1643
Integrity Alliance
Iowa
$227K
WWM
1644
Wolff Wiese Magana
California
$226K
Koshinski Asset Management
1645
Koshinski Asset Management
Illinois
$225K
SB
1646
Sunflower Bank
Texas
$225K
T
1647
Tidemark
California
$224K
SMA
1648
Seven Mile Advisory
New Jersey
$224K
BWM
1649
BlackDiamond Wealth Management
New York
$224K
TWM
1650
TopTier Wealth Management
Wisconsin
$223K