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