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
FFA
2326
Fragasso Financial Advisors
Pennsylvania
LA
2327
Legacy Advisors
Pennsylvania
BPW
2328
Bingham Private Wealth
California
OPW
2329
Osprey Private Wealth
New York
RB
2330
Renasant Bank
Mississippi
FOA
2331
Five Oceans Advisors
California
HC
2332
Hamilton Capital
Ohio
WG
2333
Wealth Group
North Carolina
BBA
2334
Braun-Bostich & Associates
Pennsylvania
BEW
2335
Burton Enright Welch
California
GA
2336
Goldstein Advisors
Wisconsin
WB
2337
West Bancorporation
Iowa
LAM
2338
LECAP Asset Management
United Kingdom
BWM
2339
Baron Wealth Management
Michigan
IF
2340
Intrua Financial
Texas
AL
2341
Aspiriant LLC
California
FBB
2342
Fulton Breakefield Broenniman
Maryland
PHIC
2343
Pine Haven Investment Counsel
Massachusetts
RS
2344
Retirement Solution
Washington
CWA
2345
Consilio Wealth Advisors
Washington
TC
2346
Tannin Capital
North Carolina
CWMK
2347
Caliber Wealth Management (Kansas)
Kansas
SPC
2348
Spirepoint Private Client
Florida
ACA
2349
Affinity Capital Advisors
California
OWA
2350
One Wealth Advisors
California