1,981 hedge funds and large institutions have $101B invested in Intuit in 2026 Q1 according to their latest regulatory filings, with 218 funds opening new positions, 795 increasing their positions, 787 reducing their positions, and 425 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: 218 | Existing positions closed: 425

Holders
1,981
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
SN
1926
Sittner & Nelson
Oregon
$4.76K
BH
1927
Burk Holdings
Oklahoma
$4.76K
PGAM
1928
Princeton Global Asset Management
New Jersey
$4.32K
NL
1929
NorthAvenue LLC
Ohio
$4.32K
BC
1930
Barrett & Company
Rhode Island
$4.32K
EPIME
1931
Evelyn Partners Investment Management (Europe)
$4.32K
KTC
1932
Kentucky Trust Company
Kentucky
$4.32K
MTIC
1933
Missouri Trust & Investment Company
Missouri
$4.32K
GA
1934
GoalVest Advisory
New York
$4.32K
ACA
1935
American Capital Advisory
Idaho
$4.32K
EF
1936
Entrust Financial
Pennsylvania
$4.32K
OA
1937
Operose Advisors
Wisconsin
$3.89K
GWM
1938
Gilpin Wealth Management
Colorado
$3.46K
BHWM
1939
Bay Harbor Wealth Management
Maryland
$3.46K
BCPWM
1940
Bradley & Co Private Wealth Management
Florida
$3.46K
Q1WB
1941
Quest 10 Wealth Builders
Virginia
$3.46K
SIM
1942
Synergy Investment Management
Florida
$3.46K
NL
1943
NVWM LLC
Pennsylvania
$3.03K
CIAS
1944
CBIZ Investment Advisory Services
Ohio
$3.03K
MWM
1945
Mascoma Wealth Management
New Hampshire
$3.03K
MAS
1946
MPWM Advisory Solutions
Georgia
$3.03K
SWA
1947
Strategic Wealth Advisors
Arizona
$3K
BOJHT
1948
Bank of Jackson Hole Trust
Wyoming
$2.59K
JGIA
1949
Jackson Grant Investment Advisers
Connecticut
$2.59K
API
1950
Asset Planning Inc
California
$2.16K