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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
WCM
2101
Weaver Capital Management
Georgia
WSCM
2102
Wellington Shields Capital Management
New York
KIC
2103
Kensington Investment Counsel
California
SC
2104
Shuttleworth & Co
Ohio
FFM
2105
Forum Financial Management
Illinois
MPIA
2106
Milestones Private Investment Advisors
New York
HCM
2107
Howland Capital Management
Massachusetts
ECA
2108
Elevate Capital Advisors
Colorado
RGF
2109
Retirement Guys Formula
Ohio
CIAM
2110
Caitong International Asset Management
Hong Kong
SP
2111
Stablepoint Partners
Massachusetts
PL
2112
PeakShares LLC
Florida
SMA
2113
Sage Mountain Advisors
Georgia
DWM
2114
Ducere Wealth Management
California
CB
2115
Chris Bulman
California
MP
2116
Mangrove Partners
Connecticut
BCA
2117
Bay Colony Advisors
Massachusetts
TSS
2118
Two Sigma Securities
New York
RIA
2119
Regal Investment Advisors
Michigan
TS
2120
Triglav Skladi
Slovenia
GWM
2121
Gibbs Wealth Management
Georgia
A
2122
AlphaQuest
New York
OFG
2123
OmniStar Financial Group
North Carolina
SOS
2124
Silver Oak Securities
Tennessee
JRPIM
2125
Journey Retirement Planning & Investment Management
Idaho