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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
TM
1876
Torren Management
California
$20.8K
FC
1877
Financial Consulate
Maryland
$20.3K
MIM
1878
MTM Investment Management
South Carolina
$20.3K
WB
1879
Webster Bank
Connecticut
$19.9K
CWM
1880
Copia Wealth Management
Oregon
$19.9K
DPW
1881
DiNuzzo Private Wealth
Pennsylvania
$18.2K
HNB
1882
Hilltop National Bank
Wyoming
$17.7K
FC
1883
Fairscale Capital
New Hampshire
$17.7K
IWS
1884
Intentional Wealth Strategies
Colorado
$17.7K
VWA
1885
Valued Wealth Advisors
Utah
$16K
MSWM
1886
Mowery & Schoenfeld Wealth Management
Illinois
$15.2K
TF
1887
Tompkins Financial
New York
$15.1K
AP
1888
Aspect Partners
Virginia
$15.1K
SMBT
1889
Southern Michigan Bank & Trust
Michigan
$15.1K
AW
1890
Avion Wealth
Texas
$15K
EWP
1891
Elevation Wealth Partners
California
$14.3K
FRA
1892
Front Row Advisors
California
$13.8K
OPTFSNA
1893
Old Point Trust & Financial Services N A
Virginia
$13.8K
SFS
1894
Sunrise Financial Services
Washington
$13.8K
NWMP
1895
Noble Wealth Management PBC
Colorado
$13.4K
SGFG
1896
Silver Grove Financial Group
New York
$13K
KFA
1897
Kelleher Financial Advisors
New York
$12.6K
PWM
1898
Proathlete Wealth Management
Florida
$12.5K
BFS
1899
Bare Financial Services
Pennsylvania
$12.5K
UFPG
1900
United Financial Planning Group
New York
$11.7K