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
PWP
2201
Perfromance Wealth Partners
Illinois
JSC
2202
Jackson Square Capital
California
BFW
2203
Brady Family Wealth
Missouri
SRC
2204
Sage Rhino Capital
California
EFP
2205
Elser Financial Planning
Indiana
EWS
2206
Eagle Wealth Strategies
New Jersey
VWM
2207
Vigilare Wealth Management
Arizona
GA
2208
Greenspring Advisors
Maryland
CCP
2209
Cane Capital Partners
Louisiana
ESB
2210
Essex Savings Bank
Connecticut
KLCM
2211
KG&L Capital Management
Louisiana
CPIA
2212
Cornell Pochily Investment Advisors
New York
AWA
2213
Arete Wealth Advisors
Illinois
MAM
2214
MMA Asset Management
Pennsylvania
LIP
2215
Lighthouse Investment Partners
Florida
TVAMP
2216
Tennessee Valley Asset Management Partners
Tennessee
OFG
2217
Omega Financial Group
California
TYCC
2218
Texas Yale Capital Corp
Florida
SWM
2219
Salvus Wealth Management
New Jersey
NWM
2220
Nolet Wealth Management
Texas
JC
2221
JB Capital
Connecticut
PBF
2222
Petix & Botte Financial
California
SWM
2223
Shrier Wealth Management
California
FCM
2224
Fortis Capital Management
Washington
IA
2225
IFG Advisory
Georgia