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242 hedge funds and large institutions have $1.75B invested in Intapp in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 68 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $1.64M

68% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 68

0.82% less ownership

Funds ownership: 85.6%84.78% (-0.82%)

9% less funds holding

Funds holding: 265242 (-23)

33% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 52

45% less capital invested

Capital invested by funds: $3.21B → $1.75B (-$1.46B)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
242
Holders Change
-23
Holders Change %
-8.68%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
35
Increased
114
Reduced
68
Closed
52
Calls
$3.42M
Puts
$1.64M
Net Calls
+$1.78M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
Financial Consulate
Maryland
$1.28K
HFS
227
Hughes Financial Services
Virginia
$1.26K +$1.31K +44 +880%
TWD
228
True Wealth Design
Ohio
$1.1K -$2.21K -74 -63%
CAL
229
Capital Advisors Ltd
Ohio
$1K +$566 +19 +633%
WPA
230
Wealth Preservation Advisors
Tennessee
$668 +$775 +26 New
NA
231
NewEdge Advisors
Louisiana
$642 +$745 +25 New
SIC
232
SJS Investment Consulting
Ohio
$566 +$89 +3 +16%
MCA
233
McGuire Capital Advisors
Oklahoma
$539
BWA
234
Basecamp Wealth Advisors
Washington
$488 +$209 +7 +58%
KFAS
235
Keating Financial Advisory Services
Kansas
$385 +$358 +12 +400%
WA
236
Westfuller Advisors
New York
$321 -$686 -23 -66%
CMA
237
Cedar Mountain Advisors
Oregon
$231
BBPWM
238
Blue Bell Private Wealth Management
Pennsylvania
$154
CIAM
239
Caitong International Asset Management
Hong Kong
$154 +$89 +3 +100%
ACM
240
Anfield Capital Management
California
$128
JWM
241
JPL Wealth Management
Colorado
$78 +$89 +3 New
DF
242
Dunhill Financial
United Kingdom
$30
Capital World Investors
243
Capital World Investors
California
-$137M -2,992,169 Closed
LCG
244
Luxor Capital Group
New York
-$52.2M -1,139,300 Closed
Fuller & Thaler Asset Management
245
Fuller & Thaler Asset Management
California
-$52M -1,134,697 Closed
Norges Bank
246
Norges Bank
Norway
-$32.3M -704,977 Closed
T. Rowe Price Investment Management
247
T. Rowe Price Investment Management
Maryland
-$16.8M -367,161 Closed
Nordea Investment Management
248
Nordea Investment Management
Sweden
-$5.15M -112,353 Closed
Millennium Management
249
Millennium Management
New York
-$5.12M -111,749 Closed
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
-$4.87M -106,248 Closed