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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
BWM
2301
Brown Wealth Management
Illinois
DTC
2302
Davidson Trust Company
Washington
CWM
2303
Concentrum Wealth Management
California
FFO
2304
Fiduciary Family Office
Florida
LWM
2305
Luminvest Wealth Management
Arizona
1WA
2306
180 Wealth Advisors
Washington
SFGM
2307
Stonebridge Financial Group (Missouri)
Missouri
OWM
2308
OneAscent Wealth Management
Alabama
HCM
2309
Hengehold Capital Management
Ohio
LF
2310
Lantz Financial
Illinois
FA
2311
Fermata Advisors
California
NWA
2312
Navis Wealth Advisors
New York
SP
2313
Stonebrook Private
Michigan
QFA
2314
Quantum Financial Advisors
California
DWM
2315
DecisionMap Wealth Management
Virginia
BCM
2316
Bannerstone Capital Management
Minnesota
AMCA
2317
Arthur M. Cohen & Associates
Illinois
MQWP
2318
Morey & Quinn Wealth Partners
Nebraska
TPWM
2319
Twelve Points Wealth Management
Massachusetts
CCP
2320
Clarkston Capital Partners
Michigan
MSA
2321
Marino Stram & Associates
Massachusetts
MWA
2322
Motive Wealth Advisors
Michigan
AB
2323
Atlas Brown
Kentucky
CAM
2324
Claret Asset Management
Quebec, Canada
BFAG
2325
Blackston Financial Advisory Group
Florida