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
RCA
2276
Ranch Capital Advisors
Florida
CAM
2277
Covenant Asset Management
New Jersey
CWG
2278
Crown Wealth Group
North Carolina
SW
2279
SMART Wealth
Nebraska
TC
2280
Trilogy Capital
California
CC
2281
Citrine Capital
California
GC
2282
Granville Capital
North Carolina
BB
2283
Berkshire Bank
Massachusetts
DTC
2284
Davidson Trust Company
Washington
BWM
2285
Brown Wealth Management
Illinois
OFO
2286
OneAscent Family Office
Alabama
LWM
2287
Luminvest Wealth Management
Arizona
CWM
2288
Concentrum Wealth Management
California
FFO
2289
Fiduciary Family Office
Florida
1WA
2290
180 Wealth Advisors
Washington
SFGM
2291
Stonebridge Financial Group (Missouri)
Missouri
HCM
2292
Hengehold Capital Management
Ohio
OWM
2293
OneAscent Wealth Management
Alabama
LF
2294
Lantz Financial
Illinois
FA
2295
Fermata Advisors
California
NWA
2296
Navis Wealth Advisors
New York
QFA
2297
Quantum Financial Advisors
California
SP
2298
Stonebrook Private
Michigan
DWM
2299
DecisionMap Wealth Management
Virginia
AMCA
2300
Arthur M. Cohen & Associates
Illinois