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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
HBW
1801
Hazlett, Burt & Watson
West Virginia
$49K
S
1802
Sachetta
Massachusetts
$48K
SIC
1803
SJS Investment Consulting
Ohio
$47.1K
RPA
1804
Redwood Park Advisors
California
$47K
TWD
1805
True Wealth Design
Ohio
$45.8K
AG
1806
AmeriFlex Group
Nevada
$44.7K
OCM
1807
Osbon Capital Management
Massachusetts
$44.1K
SVWA
1808
Sarver Vrooman Wealth Advisors
Missouri
$41.1K
KG
1809
Kilter Group
New York
$40.6K
FMP
1810
Financial Management Professionals
Texas
$39.8K
KFI
1811
Key Financial Inc
Pennsylvania
$39.8K
JGCM
1812
Joseph Group Capital Management
Ohio
$39.8K
FCAS
1813
First Command Advisory Services
Texas
$39.8K
RA
1814
Rational Advisors
New York
$39.3K
QL
1815
Quarry LP
New York
$38.9K
HDIM
1816
Hanson & Doremus Investment Management
Vermont
$38K
PAG
1817
Paladin Advisory Group
Iowa
$37.2K
WPA
1818
Wealth Preservation Advisors
Tennessee
$37.2K
HFS
1819
Hughes Financial Services
Virginia
$37.2K
LWM
1820
Lodestone Wealth Management
Washington
$36.8K
AWM
1821
Abound Wealth Management
Tennessee
$36.1K
SGK
1822
Steigerwald Gordon & Koch
Virginia
$35.9K
MWA
1823
Medallion Wealth Advisors
Connecticut
$35.5K
FFO
1824
Fortitude Family Office
Arizona
$32.9K
RWM
1825
Rialto Wealth Management
New York
$32K