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
KB
2376
Kimelman & Baird
New York
LWANC
2377
Laurel Wealth Advisors (North Carolina)
North Carolina
GWM
2378
Greenline Wealth Management
Florida
CP
2379
Camelot Portfolios
Ohio
Loomis, Sayles & Company
2380
Loomis, Sayles & Company
Massachusetts
DWA
2381
Delos Wealth Advisors
Texas
BDPWM
2382
Barnes Dennig Private Wealth Management
Ohio
LFA
2383
LGT Financial Advisors
Texas
ISWM
2384
Intesa Sanpaolo Wealth Management
VWWMG
2385
Vermillion & White Wealth Management Group
Pennsylvania
GAFA
2386
Garton & Associates Financial Advisors
Kentucky
SA
2387
Strategic Advocates
Utah
FIM
2388
FWL Investment Management
Texas
WWA
2389
Wealth Watch Advisors
Colorado
LIA
2390
Luken Investment Analytics
Tennessee
CIM
2391
Contravisory Investment Management
Massachusetts
CCMI
2392
Creative Capital Management Investments
California
MCP
2393
Miller Capital Partners
Michigan
CWM
2394
Cedar Wealth Management
California
OC
2395
Optima Capital
Oregon
IIM
2396
IFC & Insurance Marketing
California
MDA
2397
Minot DeBlois Advisors
Massachusetts
VEA
2398
Virtus ETF Advisers
New York
TPBG
2399
Turning Point Benefit Group
Maryland
WW
2400
Winnow Wealth
Texas