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
CWS
2226
Cypress Wealth Services
California
IP
2227
Ignite Planners
California
TP
2228
Tranquility Partners
Tennessee
ABC
2229
Associated Banc-Corp
Wisconsin
HBS
2230
Howard Bailey Securities
Indiana
NA
2231
Nordwand Advisors
Pennsylvania
LJHT
2232
Laurie J. Hall Trustee
CAP
2233
Cordoba Advisory Partners
New York
LJAC
2234
L.J. Altfest & Co
New York
TI
2235
Truepoint Inc
Ohio
LIA
2236
LifePlan Investment Advisors
North Carolina
PHWM
2237
Pine Harbor Wealth Management
Maryland
BM
2238
Berman McAleer
Maryland
BMC
2239
Benin Management Corp
Connecticut
CG
2240
CFO4Life Group
Texas
JWM
2241
Jeppson Wealth Management
California
CAM
2242
Carret Asset Management
New York
LSV Asset Management
2243
LSV Asset Management
Illinois
FA
2244
Fortis Advisors
Pennsylvania
LOWM
2245
Laurel Oak Wealth Management
New Jersey
WKWM
2246
Walter & Keenan Wealth Management
Indiana
HKIMG
2247
Hutchens & Kramer Investment Management Group
Indiana
PSP
2248
Principal Street Partners
Tennessee
GD
2249
Grandfield & Dodd
New York
CIC
2250
Crawford Investment Counsel
Georgia