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
DOA
2151
D'Orazio & Associates
Virginia
AR
2152
Apeiron RIA
Texas
SRL
2153
Scientech Research LLC
New Jersey
CCI
2154
Credit Capital Investments
New Jersey
WMA
2155
Wealth Management Associates
New Jersey
TVPW
2156
Third View Private Wealth
Connecticut
BLAM
2157
Bourne Lent Asset Management
New York
FA
2158
Fedenia Advisers
Wisconsin
TW
2159
TritonPoint Wealth
Maryland
MAM
2160
MWA Asset Management
Massachusetts
BW
2161
BIP Wealth
Georgia
MAG
2162
M3 Advisory Group
Massachusetts
SCM
2163
Schnieders Capital Management
California
CA
2164
Continuum Advisory
Idaho
WMP
2165
Wealth Management Partners
Arizona
MNBTD
2166
Moody National Bank Trust Division
Texas
TA
2167
TFB Advisors
Kansas
CAI
2168
Capital Advisors Inc
Oklahoma
WSWA
2169
Warren Street Wealth Advisors
California
CLIP
2170
Colter Lewis Investment Partners
Connecticut
WWM
2171
Westwood Wealth Management
California
MAM
2172
McLean Asset Management
Virginia
NP
2173
Nilsine Partners
Colorado
MWA
2174
MN Wealth Advisors
Kansas
SFP
2175
Shepherd Financial Partners
Massachusetts