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Intuit

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