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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
CCM
1626
Chilton Capital Management
Texas
$234K
PWM
1627
Pacific Wealth Management
California
$233K
ATS
1628
Ashton Thomas Securities
New York
$233K
KCIC
1629
Kuhn & Co Investment Counsel
Illinois
$233K
PMSA
1630
Patrick M. Sweeney & Associates
Illinois
$233K
FFG
1631
Fiduciary Financial Group
California
$232K
OWA
1632
Opal Wealth Advisors
New York
$232K
WC
1633
Wynn Capital
Georgia
$232K
CT
1634
Colonial Trust
South Carolina
$232K
VVP
1635
Venture Visionary Partners
Ohio
$231K
ECM
1636
Elgethun Capital Management
South Dakota
$231K
RMC
1637
Resources Management Corp
Connecticut
$229K
TCM
1638
Triumph Capital Management
Colorado
$229K
TWM
1639
Tanager Wealth Management
United Kingdom
$229K
WRPWM
1640
Werba Rubin Papier Wealth Management
California
$229K
USCWA
1641
U.S. Capital Wealth Advisors
Texas
$229K
SC
1642
SouthState Corp
Florida
$228K
TAP
1643
Tounjian Advisory Partners
Florida
$228K
WAG
1644
Wallace Advisory Group
California
$228K
OBWG
1645
Onyx Bridge Wealth Group
New York
$228K
MSWM
1646
Master's Wealth Management
Pennsylvania
$227K
IA
1647
Integrity Alliance
Iowa
$227K
WWM
1648
Wolff Wiese Magana
California
$226K
Koshinski Asset Management
1649
Koshinski Asset Management
Illinois
$225K
SB
1650
Sunflower Bank
Texas
$225K