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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
MFP
1901
Meramec Financial Planners
Missouri
$11.3K
HHGA
1902
Halbert Hargrove Global Advisors
California
$11.3K
FUBT
1903
First United Bank & Trust
Maryland
$10.8K
NEWAS
1904
N.E.W. Advisory Services
Wisconsin
$10.8K
EWM
1905
Evolution Wealth Management
Florida
$10.8K
W
1906
WealthCollab
Washington
$10.4K
JSAM
1907
J. Safra Asset Management
New York
$10.4K
IAS
1908
IMA Advisory Services
Colorado
$10.4K
SRCM
1909
Signature Resources Capital Management
California
$10.4K
KA
1910
Kozak & Associates
Colorado
$10K
VERPA
1911
Virginia Estate & Retirement Planning Advisors
Virginia
$9.95K
MNA
1912
Manning & Napier Advisors
New York
$9.87K
AP
1913
Atwood & Palmer
Missouri
$9.51K
TCA
1914
Trifecta Capital Advisors
Illinois
$9.51K
CFM
1915
Cornerstone Financial Management
Massachusetts
$8.65K
BONH
1916
Bank of New Hampshire
New Hampshire
$8.65K
ATC
1917
Adirondack Trust Company
New York
$8.21K
AS
1918
Altshuler Shaham
Israel
$7.78K
MPW
1919
MASECO Private Wealth
$7.36K
IWP
1920
IAG Wealth Partners
Wisconsin
$7.35K
UFF
1921
USA Financial Formulas
Michigan
$7.35K
NRG
1922
Nemes Rush Group
Michigan
$7.04K
VFM
1923
Vision Financial Markets
Connecticut
$7.02K
HIA
1924
HFM Investment Advisors
New Jersey
$6.49K
AIS
1925
Advocate Investing Services
Maryland
$6.49K