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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
CFO
1726
CVA Family Office
Colorado
$158K
CBT
1727
Crews Bank & Trust
Florida
$158K
SEP
1728
Signature Equity Partners
Ohio
$155K
SIS
1729
Sound Income Strategies
Florida
$149K
IAAG
1730
Innovative Asset Advisors Group
Connecticut
$147K
NFSG
1731
Newbridge Financial Services Group
Florida
$146K
MR
1732
Munich Reinsurance
$141K
PB
1733
Pinnacle Bancorp
Nebraska
$137K
DMBA
1734
Deseret Mutual Benefit Administrators
Utah
$134K
CC
1735
Corsicana & Co
Texas
$133K
Cohen & Steers
1736
Cohen & Steers
New York
$130K
CAIM
1737
Catherine Avery Investment Management
Florida
$130K
DIP
1738
DT Investment Partners
Pennsylvania
$128K
OCWP
1739
Owl Creek Wealth Partners
Colorado
$127K
SL
1740
Salomon & Ludwin
Virginia
$127K
PWA
1741
Physician Wealth Advisors
Utah
$126K
CAC
1742
Core Alternative Capital
Georgia
$125K
CFFP
1743
Center for Financial Planning
Michigan
$122K
IUHSA
1744
Itau Unibanco Holding S.A.
Brazil
$122K
GEA
1745
Glen Eagle Advisors
New Jersey
$120K
SWM
1746
SHP Wealth Management
Massachusetts
$120K
CAL
1747
Capital Analysts LLC
Pennsylvania
$118K
LWMI
1748
Legacy Wealth Management (Idaho)
Idaho
$115K
WPWM
1749
Western Pacific Wealth Management
Illinois
$113K
Twin Tree Management
1750
Twin Tree Management
Texas
$110K