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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
WG
2351
Wealth Group
North Carolina
BEW
2352
Burton Enright Welch
California
BBA
2353
Braun-Bostich & Associates
Pennsylvania
GA
2354
Goldstein Advisors
Wisconsin
LAM
2355
LECAP Asset Management
United Kingdom
WB
2356
West Bancorporation
Iowa
BWM
2357
Baron Wealth Management
Michigan
AL
2358
Aspiriant LLC
California
IF
2359
Intrua Financial
Texas
PHIC
2360
Pine Haven Investment Counsel
Massachusetts
FBB
2361
Fulton Breakefield Broenniman
Maryland
RS
2362
Retirement Solution
Washington
CWA
2363
Consilio Wealth Advisors
Washington
TC
2364
Tannin Capital
North Carolina
CWMK
2365
Caliber Wealth Management (Kansas)
Kansas
SPC
2366
Spirepoint Private Client
Florida
ACA
2367
Affinity Capital Advisors
California
PCH
2368
PGIM Custom Harvest
New Jersey
OWA
2369
One Wealth Advisors
California
UWP
2370
Uniting Wealth Partners
Kansas
JAG
2371
Journey Advisory Group
Kentucky
NGA
2372
Naples Global Advisors
Florida
BAWM
2373
Bennett Associates Wealth Management
Pennsylvania
LWPC
2374
Legacy Wealth Partners (Colorado)
Colorado
IWN
2375
Independent Wealth Network
Iowa