We are live on ! Find out more

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
VWM
2226
Vigilare Wealth Management
Arizona
CPIA
2227
Cornell Pochily Investment Advisors
New York
ESB
2228
Essex Savings Bank
Connecticut
KLCM
2229
KG&L Capital Management
Louisiana
AWA
2230
Arete Wealth Advisors
Illinois
LIP
2231
Lighthouse Investment Partners
Florida
MAM
2232
MMA Asset Management
Pennsylvania
FWP
2233
FAS Wealth Partners
Kansas
CAM
2234
Concorde Asset Management
Michigan
TVAMP
2235
Tennessee Valley Asset Management Partners
Tennessee
OFG
2236
Omega Financial Group
California
TYCC
2237
Texas Yale Capital Corp
Florida
SWM
2238
Salvus Wealth Management
New Jersey
NWM
2239
Nolet Wealth Management
Texas
JC
2240
JB Capital
Connecticut
PBF
2241
Petix & Botte Financial
California
FCM
2242
Fortis Capital Management
Washington
IA
2243
IFG Advisory
Georgia
SWM
2244
Shrier Wealth Management
California
CWS
2245
Cypress Wealth Services
California
IP
2246
Ignite Planners
California
TP
2247
Tranquility Partners
Tennessee
ABC
2248
Associated Banc-Corp
Wisconsin
HBS
2249
Howard Bailey Securities
Indiana
NA
2250
Nordwand Advisors
Pennsylvania