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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
SGK
1826
Steigerwald Gordon & Koch
Virginia
$35.9K
MWA
1827
Medallion Wealth Advisors
Connecticut
$35.5K
FFO
1828
Fortitude Family Office
Arizona
$32.9K
RWM
1829
Rialto Wealth Management
New York
$32K
AEPWM
1830
Atlantic Edge Private Wealth Management
Florida
$31.6K
CW
1831
CrossGen Wealth
North Carolina
$31.6K
WIM
1832
Westside Investment Management
California
$31.3K
PWA
1833
Provenance Wealth Advisors
Florida
$30.3K
HWA
1834
HHM Wealth Advisors
Tennessee
$30.3K
VIS
1835
Vega Investment Solutions
France
$29.8K
WA
1836
Whipplewood Advisors
Colorado
$29.8K
BTD
1837
BankPlus Trust Department
Mississippi
$29.4K
AFG
1838
Albion Financial Group
Utah
$29K
TFA
1839
Toth Financial Advisory
Virginia
$28.1K
QWM
1840
Quaker Wealth Management
New Jersey
$28.1K
HPWM
1841
High Point Wealth Management
New Jersey
$28.1K
PSB
1842
Piscataqua Savings Bank
New Hampshire
$28.1K
HNW
1843
High Note Wealth
Minnesota
$27.7K
CTC
1844
Cetera Trust Company
Minnesota
$26.8K
MFT
1845
Moisand Fitzgerald Tamayo
Florida
$25.9K
SG
1846
Sankala Group
Colorado
$25.3K
WAG
1847
Wilkerson Advisory Group
Missouri
$25.1K
RWS
1848
Retirement Wealth Solutions
Wisconsin
$24.8K
PCA
1849
PMV Capital Advisers
Texas
$24.6K
AFC
1850
Ares Financial Consulting
California
$24.3K