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
GLLW
2251
Graves Light Lenhart Wealth
Virginia
SI
2252
Seeds Investor
New York
FAG
2253
Fortitude Advisory Group
Washington
RWI
2254
Red Wave Investments
Pennsylvania
HIG
2255
Heritage Investment Group
Florida
AWM
2256
Aries Wealth Management
Maine
SW
2257
Solidarity Wealth
Utah
F8IS
2258
Figure 8 Investment Strategies
Idaho
SSC
2259
Syverson Strege & Co
Iowa
ES
2260
Eagle Strategies
New York
PFS
2261
Physicians Financial Services
North Carolina
CFG
2262
Carr Financial Group
Massachusetts
5NPW
2263
55 North Private Wealth
Florida
EFSCE
2264
Enterprise Financial Services Corp (EFSC)
Missouri
LW
2265
Linscomb Wealth
Texas
GEM
2266
Global Endowment Management
North Carolina
NPT
2267
National Philanthropic Trust
Pennsylvania
SC
2268
Seldon Capital
California
SCA
2269
Sandy Cove Advisors
Massachusetts
DCA
2270
DSG Capital Advisors
Minnesota
AAMA
2271
Advanced Asset Management Advisors
Ohio
S
2272
Sunpointe
Missouri
LWM
2273
LeConte Wealth Management
Tennessee
SIC
2274
Samalin Investment Counsel
New York
BCM
2275
Bayesian Capital Management
New York