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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
LAM
1801
LOM Asset Management
$51.9K
ICM
1802
Islay Capital Management
Texas
$50.6K
MB
1803
MidFirst Bank
Oklahoma
$49.7K
TCM
1804
TD Capital Management
Tennessee
$49.4K
HBW
1805
Hazlett, Burt & Watson
West Virginia
$49K
S
1806
Sachetta
Massachusetts
$48K
SIC
1807
SJS Investment Consulting
Ohio
$47.1K
RPA
1808
Redwood Park Advisors
California
$47K
TWD
1809
True Wealth Design
Ohio
$45.8K
AG
1810
AmeriFlex Group
Nevada
$44.7K
OCM
1811
Osbon Capital Management
Massachusetts
$44.1K
SVWA
1812
Sarver Vrooman Wealth Advisors
Missouri
$41.1K
KG
1813
Kilter Group
New York
$40.6K
FMP
1814
Financial Management Professionals
Texas
$39.8K
KFI
1815
Key Financial Inc
Pennsylvania
$39.8K
JGCM
1816
Joseph Group Capital Management
Ohio
$39.8K
FCAS
1817
First Command Advisory Services
Texas
$39.8K
RA
1818
Rational Advisors
New York
$39.3K
QL
1819
Quarry LP
New York
$38.9K
HDIM
1820
Hanson & Doremus Investment Management
Vermont
$38K
PAG
1821
Paladin Advisory Group
Iowa
$37.2K
WPA
1822
Wealth Preservation Advisors
Tennessee
$37.2K
HFS
1823
Hughes Financial Services
Virginia
$37.2K
LWM
1824
Lodestone Wealth Management
Washington
$36.8K
AWM
1825
Abound Wealth Management
Tennessee
$36.1K