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
MQWP
2301
Morey & Quinn Wealth Partners
Nebraska
TPWM
2302
Twelve Points Wealth Management
Massachusetts
MSA
2303
Marino Stram & Associates
Massachusetts
CCP
2304
Clarkston Capital Partners
Michigan
MWA
2305
Motive Wealth Advisors
Michigan
AB
2306
Atlas Brown
Kentucky
BFAG
2307
Blackston Financial Advisory Group
Florida
CAM
2308
Claret Asset Management
Quebec, Canada
CWM
2309
Centurion Wealth Management
Virginia
GGS
2310
Galvin Gaustad & Stein
Arizona
EA
2311
Echo45 Advisors
California
WP
2312
Westmount Partners
California
CIAS
2313
CFS Investment Advisory Services
New Jersey
RFM
2314
Royal Fund Management
Florida
CCA
2315
Cadent Capital Advisors
Oklahoma
XF
2316
XML Financial
Maryland
CAC
2317
Certified Advisory Corp
Florida
BDF
2318
Black Diamond Financial
Maryland
QPWM
2319
Quadrant Private Wealth Management
Pennsylvania
LTM
2320
Lotus Technology Management
Florida
CFGW
2321
Chancellor Financial Group WB
Pennsylvania
BOS
2322
Bank of Stockton
California
PFG
2323
Putney Financial Group
California
SAM
2324
Seelaus Asset Management
New Jersey
BCP
2325
Blue Chip Partners
Michigan