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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
EWM
1901
Evolution Wealth Management
Florida
$10.8K
W
1902
WealthCollab
Washington
$10.4K
JSAM
1903
J. Safra Asset Management
New York
$10.4K
SRCM
1904
Signature Resources Capital Management
California
$10.4K
IAS
1905
IMA Advisory Services
Colorado
$10.4K
KA
1906
Kozak & Associates
Colorado
$10K
VERPA
1907
Virginia Estate & Retirement Planning Advisors
Virginia
$9.95K
MNA
1908
Manning & Napier Advisors
New York
$9.87K
AP
1909
Atwood & Palmer
Missouri
$9.51K
TCA
1910
Trifecta Capital Advisors
Illinois
$9.51K
CFM
1911
Cornerstone Financial Management
Massachusetts
$8.65K
BONH
1912
Bank of New Hampshire
New Hampshire
$8.65K
ATC
1913
Adirondack Trust Company
New York
$8.21K
AS
1914
Altshuler Shaham
Israel
$7.78K
MPW
1915
MASECO Private Wealth
$7.36K
UFF
1916
USA Financial Formulas
Michigan
$7.35K
IWP
1917
IAG Wealth Partners
Wisconsin
$7.35K
NRG
1918
Nemes Rush Group
Michigan
$7.04K
VFM
1919
Vision Financial Markets
Connecticut
$7.02K
HIA
1920
HFM Investment Advisors
New Jersey
$6.49K
AIS
1921
Advocate Investing Services
Maryland
$6.49K
HCM
1922
Hollencrest Capital Management
California
$6.49K
PP
1923
Pacifica Partners
Canada
$6.49K
EWM
1924
Evermay Wealth Management
Virginia
$6.49K
PWA
1925
Portus Wealth Advisors
North Carolina
$6.49K