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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
ACA
1951
American Capital Advisory
Idaho
$4.32K
EF
1952
Entrust Financial
Pennsylvania
$4.32K
OA
1953
Operose Advisors
Wisconsin
$3.89K
GWM
1954
Gilpin Wealth Management
Colorado
$3.46K
BHWM
1955
Bay Harbor Wealth Management
Maryland
$3.46K
BCPWM
1956
Bradley & Co Private Wealth Management
Florida
$3.46K
Q1WB
1957
Quest 10 Wealth Builders
Virginia
$3.46K
SIM
1958
Synergy Investment Management
Florida
$3.46K
NL
1959
NVWM LLC
Pennsylvania
$3.03K
CIAS
1960
CBIZ Investment Advisory Services
Ohio
$3.03K
MWM
1961
Mascoma Wealth Management
New Hampshire
$3.03K
MAS
1962
MPWM Advisory Solutions
Georgia
$3.03K
SWA
1963
Strategic Wealth Advisors
Arizona
$3K
BOJHT
1964
Bank of Jackson Hole Trust
Wyoming
$2.59K
JGIA
1965
Jackson Grant Investment Advisers
Connecticut
$2.59K
API
1966
Asset Planning Inc
California
$2.16K
TCM
1967
Tradewinds Capital Management
Washington
$2.16K
PIS
1968
POM Investment Strategies
North Carolina
$2.16K
PUI
1969
Purpose Unlimited Inc
$2.16K
VWM
1970
Vermillion Wealth Management
Minnesota
$2.16K
WCM
1971
Winthrop Capital Management
Indiana
$2K
PS
1972
PayPay Securities
Japan
$1.94K
AF
1973
Align Financial
Minnesota
$1.73K
AAG
1974
Armstrong Advisory Group
Massachusetts
$1.73K
1IA
1975
1620 Investment Advisors
Massachusetts
$1.42K