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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
T
1651
Tidemark
California
$224K
SMA
1652
Seven Mile Advisory
New Jersey
$224K
BWM
1653
BlackDiamond Wealth Management
New York
$224K
TWM
1654
TopTier Wealth Management
Wisconsin
$223K
CPW
1655
Catalyst Private Wealth
California
$223K
AFG
1656
ABLE Financial Group
Arizona
$222K
NFG
1657
Nations Financial Group
Iowa
$221K
SIA
1658
SGL Investment Advisors
Montana
$220K
TW
1659
Traveka Wealth
California
$220K
FFA
1660
Florida Financial Advisors
Florida
$220K
DA
1661
Drake & Associates
Wisconsin
$218K
CP
1662
Creekside Partners
California
$217K
MIAS
1663
Mason Investment Advisory Services
Virginia
$217K
LWM
1664
Lionshead Wealth Management
New York
$217K
CAL
1665
Capital Advisors Ltd
Ohio
$217K
KA
1666
Kovack Advisors
Florida
$217K
II
1667
Ibex Investors
Colorado
$216K
LCS
1668
Levin Capital Strategies
New York
$216K
JCM
1669
Jacobsen Capital Management
Utah
$215K
SCP
1670
Sandhill Capital Partners
New York
$215K
AWM
1671
Aviso Wealth Management
Washington
$214K
ESC
1672
Eurizon SLJ Capital
$214K
MHC
1673
May Hill Capital
Massachusetts
$213K
BFA
1674
Beaumont Financial Advisors
Massachusetts
$212K
SIM
1675
Studio Investment Management
Illinois
$212K