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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
EV
2201
EJMK Ventures
Illinois
BTWM
2202
Baker Tilly Wealth Management
Wisconsin
CP
2203
Cornerstone Planning
North Carolina
MIP
2204
Marietta Investment Partners
Wisconsin
VAG
2205
VisionPoint Advisory Group
Texas
GCP
2206
Guardian Capital (Pennsylvania)
Pennsylvania
SPW
2207
Signet Private Wealth
Illinois
ICP
2208
Impact Capital Partners
Colorado
KPWG
2209
KFA Private Wealth Group
Virginia
GCM
2210
Gallacher Capital Management
Colorado
KFS
2211
Kurt F. Somerville
GWANC
2212
Guardian Wealth Advisors (North Carolina)
North Carolina
SAM
2213
SP Asset Management
California
BBNB
2214
Baker Boyer National Bank
Washington
CICI
2215
Capital Investment Counsel Inc
North Carolina
OLA
2216
Oliver Luxxe Assets
New Jersey
SCM
2217
SCS Capital Management
Massachusetts
PWP
2218
Perfromance Wealth Partners
Illinois
BFW
2219
Brady Family Wealth
Missouri
JSC
2220
Jackson Square Capital
California
SRC
2221
Sage Rhino Capital
California
EFP
2222
Elser Financial Planning
Indiana
CCP
2223
Cane Capital Partners
Louisiana
EWS
2224
Eagle Wealth Strategies
New Jersey
GA
2225
Greenspring Advisors
Maryland