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
SMA
2101
Sage Mountain Advisors
Georgia
DWM
2102
Ducere Wealth Management
California
CB
2103
Chris Bulman
California
MP
2104
Mangrove Partners
Connecticut
BCA
2105
Bay Colony Advisors
Massachusetts
TSS
2106
Two Sigma Securities
New York
RIA
2107
Regal Investment Advisors
Michigan
TS
2108
Triglav Skladi
Slovenia
GWM
2109
Gibbs Wealth Management
Georgia
A
2110
AlphaQuest
New York
OFG
2111
OmniStar Financial Group
North Carolina
SOS
2112
Silver Oak Securities
Tennessee
JRPIM
2113
Journey Retirement Planning & Investment Management
Idaho
AWAU
2114
Alliance Wealth Advisors (Utah)
Utah
MWM
2115
MorganRosel Wealth Management
Colorado
MIM
2116
Morningstar Investment Management
Illinois
ALAM
2117
Asahi Life Asset Management
Japan
CT
2118
Chicago Trust
Illinois
AAMU
2119
AEGON Asset Management (UK)
United Kingdom
SFWC
2120
Strategic Family Wealth Counselors
New Jersey
DA
2121
Denali Advisors
California
LA
2122
Lifeworks Advisors
Michigan
TSW
2123
Three Seasons Wealth
Utah
FF
2124
Foundry Financial
California
AA
2125
Armis Advisers
Georgia