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