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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
HCM
1926
Hollencrest Capital Management
California
$6.49K
PP
1927
Pacifica Partners
Canada
$6.49K
EWM
1928
Evermay Wealth Management
Virginia
$6.49K
PWA
1929
Portus Wealth Advisors
North Carolina
$6.49K
AIC
1930
Archer Investment Corporation
Indiana
$6.27K
CI
1931
Clal Insurance
Israel
$6K
DF
1932
Dunhill Financial
United Kingdom
$5.83K
PP
1933
PFS Partners
New Jersey
$5.72K
BW
1934
Basepoint Wealth
Iowa
$5.65K
BHWM
1935
Beaird Harris Wealth Management
Texas
$5.62K
LAMC
1936
Longview Asset Management (California)
California
$5.62K
IW
1937
Imprint Wealth
South Carolina
$5.19K
TFM
1938
TFC Financial Management
Massachusetts
$5.19K
SPF
1939
South Plains Financial
Texas
$5.19K
RCM
1940
Raleigh Capital Management
North Carolina
$4.81K
BL
1941
BFSG LLC
California
$4.76K
SN
1942
Sittner & Nelson
Oregon
$4.76K
BH
1943
Burk Holdings
Oklahoma
$4.76K
PGAM
1944
Princeton Global Asset Management
New Jersey
$4.32K
NL
1945
NorthAvenue LLC
Ohio
$4.32K
BC
1946
Barrett & Company
Rhode Island
$4.32K
EPIME
1947
Evelyn Partners Investment Management (Europe)
$4.32K
GA
1948
GoalVest Advisory
New York
$4.32K
KTC
1949
Kentucky Trust Company
Kentucky
$4.32K
MTIC
1950
Missouri Trust & Investment Company
Missouri
$4.32K