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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
SI
2151
Severin Investments
Missouri
MW
2152
Marble Wealth
Alabama
BWM
2153
BankPlus Wealth Management
Mississippi
SIM
2154
Sentry Investment Management
Wisconsin
OWCM
2155
One Wealth Capital Management
Arizona
AWM
2156
Atticus Wealth Management
Florida
TCPG
2157
Trivant Custom Portfolio Group
California
RCA
2158
Runnymede Capital Advisors
Ohio
BCM
2159
Bourgeon Capital Management
Connecticut
MFA
2160
McClarren Financial Advisors
Pennsylvania
IP
2161
Intellectus Partners
California
VFA
2162
Voya Financial Advisors
Connecticut
DOA
2163
D'Orazio & Associates
Virginia
AR
2164
Apeiron RIA
Texas
SFS
2165
Security Financial Services
Indiana
SRL
2166
Scientech Research LLC
New Jersey
CCI
2167
Credit Capital Investments
New Jersey
WMA
2168
Wealth Management Associates
New Jersey
TVPW
2169
Third View Private Wealth
Connecticut
BLAM
2170
Bourne Lent Asset Management
New York
FA
2171
Fedenia Advisers
Wisconsin
TW
2172
TritonPoint Wealth
Maryland
MAM
2173
MWA Asset Management
Massachusetts
BW
2174
BIP Wealth
Georgia
MAG
2175
M3 Advisory Group
Massachusetts