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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
Loomis, Sayles & Company
2401
Loomis, Sayles & Company
Massachusetts
DWA
2402
Delos Wealth Advisors
Texas
BDPWM
2403
Barnes Dennig Private Wealth Management
Ohio
LFA
2404
LGT Financial Advisors
Texas
ISWM
2405
Intesa Sanpaolo Wealth Management
VWWMG
2406
Vermillion & White Wealth Management Group
Pennsylvania
GAFA
2407
Garton & Associates Financial Advisors
Kentucky
SA
2408
Strategic Advocates
Utah
FIM
2409
FWL Investment Management
Texas
WWA
2410
Wealth Watch Advisors
Colorado
LIA
2411
Luken Investment Analytics
Tennessee
CIM
2412
Contravisory Investment Management
Massachusetts
CCMI
2413
Creative Capital Management Investments
California
MCP
2414
Miller Capital Partners
Michigan
CWM
2415
Cedar Wealth Management
California
OC
2416
Optima Capital
Oregon
IIM
2417
IFC & Insurance Marketing
California
MDA
2418
Minot DeBlois Advisors
Massachusetts
TPBG
2419
Turning Point Benefit Group
Maryland
VEA
2420
Virtus ETF Advisers
New York
WW
2421
Winnow Wealth
Texas
CRI
2422
Commonwealth Retirement Investments
Virginia
CIA
2423
Cape Investment Advisory
Georgia
GTAM
2424
Global Trust Asset Management
Florida
TBFA
2425
Three Bearings Fiduciary Advisors
New Hampshire