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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
BW
1976
Bravera Wealth
North Dakota
$1.3K
CVM
1977
Cheviot Value Management
California
$1.3K
SNB
1978
Security National Bank
Nebraska
$1.3K
DCM
1979
Davis Capital Management
Florida
$1.3K
MWC
1980
MBM Wealth Consultants
Missouri
$1.3K
P
1981
Palladiem
Pennsylvania
$1.05K
PEAK6
1982
PEAK6
Illinois
$957
BAM
1983
Byrne Asset Management
New Jersey
$865
SA
1984
Seneschal Advisors
Washington
$865
TC
1985
Trust Company
Kansas
$865
GWSA
1986
Global Wealth Strategies & Associates
Colorado
$865
KFG
1987
Kingdom Financial Group
Arizona
$865
LAS
1988
Lloyd Advisory Services
Georgia
$865
MCA
1989
McGuire Capital Advisors
Oklahoma
$440
NWS
1990
Nvest Wealth Strategies
Ohio
$433
DFA
1991
DHJJ Financial Advisors
Illinois
$433
3FI
1992
3 Factor Indexing
California
$433
SHIM
1993
Stone House Investment Management
Pennsylvania
$432
CC
1994
Centiva Capital
New York
$432
ECM
1995
Estabrook Capital Management
New York
$432
BMC
1996
Bear Mountain Capital
Washington
$405
MWPCG
1997
Measured Wealth Private Client Group
New Hampshire
$190
B
1998
Birchbrook
Maine
$11
Norges Bank
1999
Norges Bank
Norway
Fundsmith LLP
2000
Fundsmith LLP
United Kingdom