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