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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
AWAU
2126
Alliance Wealth Advisors (Utah)
Utah
MWM
2127
MorganRosel Wealth Management
Colorado
MIM
2128
Morningstar Investment Management
Illinois
ALAM
2129
Asahi Life Asset Management
Japan
CT
2130
Chicago Trust
Illinois
AAMU
2131
AEGON Asset Management (UK)
United Kingdom
SFWC
2132
Strategic Family Wealth Counselors
New Jersey
DA
2133
Denali Advisors
California
LA
2134
Lifeworks Advisors
Michigan
TSW
2135
Three Seasons Wealth
Utah
FF
2136
Foundry Financial
California
AA
2137
Armis Advisers
Georgia
CCC
2138
Chesapeake Capital Corp
Florida
TBT
2139
Texas Bank & Trust
Texas
SCP
2140
Sivia Capital Partners
California
SSG
2141
Summit Securities Group
New York
AWA
2142
Alta Wealth Advisors
Massachusetts
MUMSS
2143
Mitsubishi UFJ Morgan Stanley Securities
Japan
MBTD
2144
Mechanics Bank - Trust Department
California
CG
2145
Cynosure Group
Utah
AWM
2146
Accurate Wealth Management
Florida
SEIA
2147
Signature Estate & Investment Advisors
California
SQA
2148
Simon Quick Advisors
New Jersey
TWM
2149
TLW Wealth Management
Florida
FWP
2150
Fiduciary Wealth Partners
Massachusetts