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