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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
ES
2276
Eagle Strategies
New York
PFS
2277
Physicians Financial Services
North Carolina
CFG
2278
Carr Financial Group
Massachusetts
5NPW
2279
55 North Private Wealth
Florida
EFSCE
2280
Enterprise Financial Services Corp (EFSC)
Missouri
LW
2281
Linscomb Wealth
Texas
GEM
2282
Global Endowment Management
North Carolina
SC
2283
Seldon Capital
California
NPT
2284
National Philanthropic Trust
Pennsylvania
DCA
2285
DSG Capital Advisors
Minnesota
SCA
2286
Sandy Cove Advisors
Massachusetts
AAMA
2287
Advanced Asset Management Advisors
Ohio
LWM
2288
LeConte Wealth Management
Tennessee
S
2289
Sunpointe
Missouri
SIC
2290
Samalin Investment Counsel
New York
BCM
2291
Bayesian Capital Management
New York
RCA
2292
Ranch Capital Advisors
Florida
CAM
2293
Covenant Asset Management
New Jersey
CWG
2294
Crown Wealth Group
North Carolina
SW
2295
SMART Wealth
Nebraska
CC
2296
Citrine Capital
California
TC
2297
Trilogy Capital
California
BB
2298
Berkshire Bank
Massachusetts
GC
2299
Granville Capital
North Carolina
OFO
2300
OneAscent Family Office
Alabama