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
CCC
2126
Chesapeake Capital Corp
Florida
TBT
2127
Texas Bank & Trust
Texas
SCP
2128
Sivia Capital Partners
California
SSG
2129
Summit Securities Group
New York
AWA
2130
Alta Wealth Advisors
Massachusetts
MUMSS
2131
Mitsubishi UFJ Morgan Stanley Securities
Japan
MBTD
2132
Mechanics Bank - Trust Department
California
CG
2133
Cynosure Group
Utah
AWM
2134
Accurate Wealth Management
Florida
SEIA
2135
Signature Estate & Investment Advisors
California
SQA
2136
Simon Quick Advisors
New Jersey
TWM
2137
TLW Wealth Management
Florida
FWP
2138
Fiduciary Wealth Partners
Massachusetts
SI
2139
Severin Investments
Missouri
MW
2140
Marble Wealth
Alabama
BWM
2141
BankPlus Wealth Management
Mississippi
SIM
2142
Sentry Investment Management
Wisconsin
AWM
2143
Atticus Wealth Management
Florida
OWCM
2144
One Wealth Capital Management
Arizona
TCPG
2145
Trivant Custom Portfolio Group
California
RCA
2146
Runnymede Capital Advisors
Ohio
BCM
2147
Bourgeon Capital Management
Connecticut
MFA
2148
McClarren Financial Advisors
Pennsylvania
IP
2149
Intellectus Partners
California
VFA
2150
Voya Financial Advisors
Connecticut