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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
CWM
1876
Copia Wealth Management
Oregon
$19.9K
DPW
1877
DiNuzzo Private Wealth
Pennsylvania
$18.2K
HNB
1878
Hilltop National Bank
Wyoming
$17.7K
FC
1879
Fairscale Capital
New Hampshire
$17.7K
IWS
1880
Intentional Wealth Strategies
Colorado
$17.7K
VWA
1881
Valued Wealth Advisors
Utah
$16K
MSWM
1882
Mowery & Schoenfeld Wealth Management
Illinois
$15.2K
TF
1883
Tompkins Financial
New York
$15.1K
AP
1884
Aspect Partners
Virginia
$15.1K
SMBT
1885
Southern Michigan Bank & Trust
Michigan
$15.1K
AW
1886
Avion Wealth
Texas
$15K
EWP
1887
Elevation Wealth Partners
California
$14.3K
OPTFSNA
1888
Old Point Trust & Financial Services N A
Virginia
$13.8K
FRA
1889
Front Row Advisors
California
$13.8K
SFS
1890
Sunrise Financial Services
Washington
$13.8K
NWMP
1891
Noble Wealth Management PBC
Colorado
$13.4K
SGFG
1892
Silver Grove Financial Group
New York
$13K
KFA
1893
Kelleher Financial Advisors
New York
$12.6K
PWM
1894
Proathlete Wealth Management
Florida
$12.5K
BFS
1895
Bare Financial Services
Pennsylvania
$12.5K
UFPG
1896
United Financial Planning Group
New York
$11.7K
MFP
1897
Meramec Financial Planners
Missouri
$11.3K
HHGA
1898
Halbert Hargrove Global Advisors
California
$11.3K
FUBT
1899
First United Bank & Trust
Maryland
$10.8K
NEWAS
1900
N.E.W. Advisory Services
Wisconsin
$10.8K