We are live on ! Find out more

1,993 hedge funds and large institutions have $101B invested in Intuit in 2026 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 801 increasing their positions, 792 reducing their positions, and 432 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: 219 | Existing positions closed: 432

Holders
1,993
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
LJAC
2251
L.J. Altfest & Co
New York
LIA
2252
LifePlan Investment Advisors
North Carolina
PHWM
2253
Pine Harbor Wealth Management
Maryland
BM
2254
Berman McAleer
Maryland
BMC
2255
Benin Management Corp
Connecticut
CG
2256
CFO4Life Group
Texas
JWM
2257
Jeppson Wealth Management
California
LOWM
2258
Laurel Oak Wealth Management
New Jersey
CAM
2259
Carret Asset Management
New York
LSV Asset Management
2260
LSV Asset Management
Illinois
FA
2261
Fortis Advisors
Pennsylvania
WKWM
2262
Walter & Keenan Wealth Management
Indiana
HKIMG
2263
Hutchens & Kramer Investment Management Group
Indiana
PSP
2264
Principal Street Partners
Tennessee
CIC
2265
Crawford Investment Counsel
Georgia
GD
2266
Grandfield & Dodd
New York
GLLW
2267
Graves Light Lenhart Wealth
Virginia
SI
2268
Seeds Investor
New York
FAG
2269
Fortitude Advisory Group
Washington
RWI
2270
Red Wave Investments
Pennsylvania
HIG
2271
Heritage Investment Group
Florida
SW
2272
Solidarity Wealth
Utah
AWM
2273
Aries Wealth Management
Maine
F8IS
2274
Figure 8 Investment Strategies
Idaho
SSC
2275
Syverson Strege & Co
Iowa