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