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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
SW
2276
Solidarity Wealth
Utah
F8IS
2277
Figure 8 Investment Strategies
Idaho
SSC
2278
Syverson Strege & Co
Iowa
ES
2279
Eagle Strategies
New York
5NPW
2280
55 North Private Wealth
Florida
CFG
2281
Carr Financial Group
Massachusetts
PFS
2282
Physicians Financial Services
North Carolina
EFSCE
2283
Enterprise Financial Services Corp (EFSC)
Missouri
GEM
2284
Global Endowment Management
North Carolina
LW
2285
Linscomb Wealth
Texas
NPT
2286
National Philanthropic Trust
Pennsylvania
SC
2287
Seldon Capital
California
DCA
2288
DSG Capital Advisors
Minnesota
SCA
2289
Sandy Cove Advisors
Massachusetts
AAMA
2290
Advanced Asset Management Advisors
Ohio
LWM
2291
LeConte Wealth Management
Tennessee
S
2292
Sunpointe
Missouri
SIC
2293
Samalin Investment Counsel
New York
BCM
2294
Bayesian Capital Management
New York
CAM
2295
Covenant Asset Management
New Jersey
RCA
2296
Ranch Capital Advisors
Florida
CWG
2297
Crown Wealth Group
North Carolina
SW
2298
SMART Wealth
Nebraska
CC
2299
Citrine Capital
California
TC
2300
Trilogy Capital
California