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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
AEPWM
1826
Atlantic Edge Private Wealth Management
Florida
$31.6K
CW
1827
CrossGen Wealth
North Carolina
$31.6K
WIM
1828
Westside Investment Management
California
$31.3K
PWA
1829
Provenance Wealth Advisors
Florida
$30.3K
HWA
1830
HHM Wealth Advisors
Tennessee
$30.3K
VIS
1831
Vega Investment Solutions
France
$29.8K
WA
1832
Whipplewood Advisors
Colorado
$29.8K
BTD
1833
BankPlus Trust Department
Mississippi
$29.4K
AFG
1834
Albion Financial Group
Utah
$29K
TFA
1835
Toth Financial Advisory
Virginia
$28.1K
QWM
1836
Quaker Wealth Management
New Jersey
$28.1K
HPWM
1837
High Point Wealth Management
New Jersey
$28.1K
PSB
1838
Piscataqua Savings Bank
New Hampshire
$28.1K
HNW
1839
High Note Wealth
Minnesota
$27.7K
CTC
1840
Cetera Trust Company
Minnesota
$26.8K
MFT
1841
Moisand Fitzgerald Tamayo
Florida
$25.9K
SG
1842
Sankala Group
Colorado
$25.3K
WAG
1843
Wilkerson Advisory Group
Missouri
$25.1K
RWS
1844
Retirement Wealth Solutions
Wisconsin
$24.8K
PCA
1845
PMV Capital Advisers
Texas
$24.6K
AFC
1846
Ares Financial Consulting
California
$24.3K
CNBT
1847
Cornerstone National Bank & Trust
Illinois
$24.3K
CCWM
1848
Cassaday & Co Wealth Management
Virginia
$24.2K
VWA
1849
VSM Wealth Advisory
Maryland
$24.2K
PF
1850
PlanVest Financial
Maryland
$24.2K