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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
PFM
2376
Phillips Financial Management
Indiana
FF
2377
Foronjy Financial
California
AAM
2378
Azzad Asset Management
Virginia
BB
2379
Bell Bank
North Dakota
CA
2380
Cornerstone Advisory
Maryland
AGP
2381
Autumn Glory Partners
Texas
PFM
2382
Potomac Fund Management
Florida
FC
2383
FORA Capital
Florida
WSC
2384
Wellington Shields & Co
New York
JWM
2385
Jessup Wealth Management
Ohio
BCM
2386
Berbice Capital Management
New York
VLKIM
2387
Van Lanschot Kempen Investment Management
Netherlands
LIA
2388
Limestone Investment Advisors
New York
SC
2389
Solstein Capital
California
RFG
2390
REAP Financial Group
Texas
POIA
2391
Pin Oak Investment Advisors
Texas
T2I
2392
Turim 21 Investimentos
Brazil
MIFH
2393
Migdal Insurance & Financial Holdings
Israel
KB
2394
Kimelman & Baird
New York
LWANC
2395
Laurel Wealth Advisors (North Carolina)
North Carolina
GWM
2396
Greenline Wealth Management
Florida
CP
2397
Camelot Portfolios
Ohio
Loomis, Sayles & Company
2398
Loomis, Sayles & Company
Massachusetts
DWA
2399
Delos Wealth Advisors
Texas
BDPWM
2400
Barnes Dennig Private Wealth Management
Ohio