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