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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
BHWM
1951
Bay Harbor Wealth Management
Maryland
$3.46K
BCPWM
1952
Bradley & Co Private Wealth Management
Florida
$3.46K
Q1WB
1953
Quest 10 Wealth Builders
Virginia
$3.46K
SIM
1954
Synergy Investment Management
Florida
$3.46K
NL
1955
NVWM LLC
Pennsylvania
$3.03K
CIAS
1956
CBIZ Investment Advisory Services
Ohio
$3.03K
MWM
1957
Mascoma Wealth Management
New Hampshire
$3.03K
MAS
1958
MPWM Advisory Solutions
Georgia
$3.03K
SWA
1959
Strategic Wealth Advisors
Arizona
$3K
BOJHT
1960
Bank of Jackson Hole Trust
Wyoming
$2.59K
JGIA
1961
Jackson Grant Investment Advisers
Connecticut
$2.59K
API
1962
Asset Planning Inc
California
$2.16K
TCM
1963
Tradewinds Capital Management
Washington
$2.16K
VWM
1964
Vermillion Wealth Management
Minnesota
$2.16K
PIS
1965
POM Investment Strategies
North Carolina
$2.16K
PUI
1966
Purpose Unlimited Inc
$2.16K
WCM
1967
Winthrop Capital Management
Indiana
$2K
PS
1968
PayPay Securities
Japan
$1.94K
AF
1969
Align Financial
Minnesota
$1.73K
AAG
1970
Armstrong Advisory Group
Massachusetts
$1.73K
1IA
1971
1620 Investment Advisors
Massachusetts
$1.42K
BW
1972
Bravera Wealth
North Dakota
$1.3K
SNB
1973
Security National Bank
Nebraska
$1.3K
CVM
1974
Cheviot Value Management
California
$1.3K
DCM
1975
Davis Capital Management
Florida
$1.3K