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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
CWM
2326
Centurion Wealth Management
Virginia
EA
2327
Echo45 Advisors
California
GGS
2328
Galvin Gaustad & Stein
Arizona
CIAS
2329
CFS Investment Advisory Services
New Jersey
WP
2330
Westmount Partners
California
CCA
2331
Cadent Capital Advisors
Oklahoma
RFM
2332
Royal Fund Management
Florida
XF
2333
XML Financial
Maryland
CAC
2334
Certified Advisory Corp
Florida
BDF
2335
Black Diamond Financial
Maryland
QPWM
2336
Quadrant Private Wealth Management
Pennsylvania
LTM
2337
Lotus Technology Management
Florida
CFGW
2338
Chancellor Financial Group WB
Pennsylvania
FNB
2339
Farmers National Bank
Kentucky
BOS
2340
Bank of Stockton
California
PFG
2341
Putney Financial Group
California
SAM
2342
Seelaus Asset Management
New Jersey
BCP
2343
Blue Chip Partners
Michigan
FFA
2344
Fragasso Financial Advisors
Pennsylvania
LA
2345
Legacy Advisors
Pennsylvania
BPW
2346
Bingham Private Wealth
California
RB
2347
Renasant Bank
Mississippi
OPW
2348
Osprey Private Wealth
New York
FOA
2349
Five Oceans Advisors
California
HC
2350
Hamilton Capital
Ohio