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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
CNBT
1851
Cornerstone National Bank & Trust
Illinois
$24.3K
CCWM
1852
Cassaday & Co Wealth Management
Virginia
$24.2K
VWA
1853
VSM Wealth Advisory
Maryland
$24.2K
PF
1854
PlanVest Financial
Maryland
$24.2K
VR
1855
Vision Retirement
New Jersey
$23.9K
BFS
1856
Beacon Financial Strategies
North Carolina
$23.8K
SC
1857
Steph & Co
Wisconsin
$23.8K
BSB
1858
Bangor Savings Bank
Maine
$23.3K
CTA
1859
Colonial Trust Advisors
South Carolina
$23.3K
MWM
1860
Mosley Wealth Management
California
$23.2K
OAJ
1861
Ogorek Anthony Joseph
New York
$23K
MA
1862
MCF Advisors
Kentucky
$22.1K
MAM
1863
Marquette Asset Management
Minnesota
$22.1K
JFA
1864
JNBA Financial Advisors
Minnesota
$22.1K
CSB
1865
City State Bank
Iowa
$22.1K
IBOK
1866
Independence Bank of Kentucky
Kentucky
$21.6K
BFP
1867
Birchwood Financial Partners
Minnesota
$21.6K
BCM
1868
Boreal Capital Management
Florida
$21.6K
TLA
1869
Tanglewood Legacy Advisors
Texas
$21.6K
HC
1870
Hurley Capital
New York
$21.6K
FFA
1871
Frazier Financial Advisors
Ohio
$21.2K
RFS
1872
Richardson Financial Services
Massachusetts
$21.2K
RWM
1873
RMG Wealth Management
Wisconsin
$20.8K
DF
1874
DecisionPoint Financial
Arizona
$20.8K
GJIA
1875
Glass Jacobson Investment Advisors
Maryland
$20.8K