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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
SCM
2176
Schnieders Capital Management
California
CA
2177
Continuum Advisory
Idaho
WMP
2178
Wealth Management Partners
Arizona
MNBTD
2179
Moody National Bank Trust Division
Texas
TA
2180
TFB Advisors
Kansas
CAI
2181
Capital Advisors Inc
Oklahoma
WSWA
2182
Warren Street Wealth Advisors
California
WWM
2183
Westwood Wealth Management
California
CLIP
2184
Colter Lewis Investment Partners
Connecticut
MAM
2185
McLean Asset Management
Virginia
MWA
2186
MN Wealth Advisors
Kansas
NP
2187
Nilsine Partners
Colorado
VCP
2188
Verus Capital Partners
Arizona
SFP
2189
Shepherd Financial Partners
Massachusetts
SB
2190
Strategic Blueprint
Georgia
FA
2191
Faithward Advisors
Pennsylvania
PPWM
2192
Paragon Private Wealth Management
Kentucky
TCM
2193
Tufton Capital Management
Maryland
CICC
2194
Capital Investment Counsel (Colorado)
Colorado
NL
2195
NWAM LLC
Washington
TWA
2196
TCI Wealth Advisors
Arizona
IWP
2197
Invenio Wealth Partners
Florida
EV
2198
EJMK Ventures
Illinois
BTWM
2199
Baker Tilly Wealth Management
Wisconsin
CP
2200
Cornerstone Planning
North Carolina