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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
AIC
1926
Archer Investment Corporation
Indiana
$6.27K
CI
1927
Clal Insurance
Israel
$6K
DF
1928
Dunhill Financial
United Kingdom
$5.83K
PP
1929
PFS Partners
New Jersey
$5.72K
BW
1930
Basepoint Wealth
Iowa
$5.65K
BHWM
1931
Beaird Harris Wealth Management
Texas
$5.62K
LAMC
1932
Longview Asset Management (California)
California
$5.62K
IW
1933
Imprint Wealth
South Carolina
$5.19K
TFM
1934
TFC Financial Management
Massachusetts
$5.19K
SPF
1935
South Plains Financial
Texas
$5.19K
RCM
1936
Raleigh Capital Management
North Carolina
$4.81K
BL
1937
BFSG LLC
California
$4.76K
SN
1938
Sittner & Nelson
Oregon
$4.76K
BH
1939
Burk Holdings
Oklahoma
$4.76K
PGAM
1940
Princeton Global Asset Management
New Jersey
$4.32K
NL
1941
NorthAvenue LLC
Ohio
$4.32K
KTC
1942
Kentucky Trust Company
Kentucky
$4.32K
EPIME
1943
Evelyn Partners Investment Management (Europe)
$4.32K
BC
1944
Barrett & Company
Rhode Island
$4.32K
MTIC
1945
Missouri Trust & Investment Company
Missouri
$4.32K
GA
1946
GoalVest Advisory
New York
$4.32K
ACA
1947
American Capital Advisory
Idaho
$4.32K
EF
1948
Entrust Financial
Pennsylvania
$4.32K
OA
1949
Operose Advisors
Wisconsin
$3.89K
GWM
1950
Gilpin Wealth Management
Colorado
$3.46K