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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
MAM
2176
MWA Asset Management
Massachusetts
BW
2177
BIP Wealth
Georgia
MAG
2178
M3 Advisory Group
Massachusetts
CA
2179
Continuum Advisory
Idaho
SCM
2180
Schnieders Capital Management
California
WMP
2181
Wealth Management Partners
Arizona
MNBTD
2182
Moody National Bank Trust Division
Texas
TA
2183
TFB Advisors
Kansas
CAI
2184
Capital Advisors Inc
Oklahoma
WSWA
2185
Warren Street Wealth Advisors
California
CLIP
2186
Colter Lewis Investment Partners
Connecticut
WWM
2187
Westwood Wealth Management
California
MAM
2188
McLean Asset Management
Virginia
MWA
2189
MN Wealth Advisors
Kansas
NP
2190
Nilsine Partners
Colorado
VCP
2191
Verus Capital Partners
Arizona
SFP
2192
Shepherd Financial Partners
Massachusetts
SB
2193
Strategic Blueprint
Georgia
FA
2194
Faithward Advisors
Pennsylvania
PPWM
2195
Paragon Private Wealth Management
Kentucky
TCM
2196
Tufton Capital Management
Maryland
CICC
2197
Capital Investment Counsel (Colorado)
Colorado
NL
2198
NWAM LLC
Washington
TWA
2199
TCI Wealth Advisors
Arizona
IWP
2200
Invenio Wealth Partners
Florida