239 hedge funds and large institutions have $1.75B invested in Intapp in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 68 reducing their positions, and 53 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:

36% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 53

46% less capital invested

Capital invested by funds: $3.21B → $1.75B (-$1.47B)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.42M
Puts
$1.64M
Net Calls
Net Calls Change

Top Sellers

1 -$137M
2 -$52.2M
3 -$52M
4
BAMCO Inc
BAMCO Inc
New York
-$35.3M
5
Barclays
Barclays
United Kingdom
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
Financial Consulate
Maryland
$1.28K
HFS
227
Hughes Financial Services
Virginia
$1.26K
TWD
228
True Wealth Design
Ohio
$1.1K
CAL
229
Capital Advisors Ltd
Ohio
$1K
WPA
230
Wealth Preservation Advisors
Tennessee
$668
SIC
231
SJS Investment Consulting
Ohio
$566
MCA
232
McGuire Capital Advisors
Oklahoma
$539
KFAS
233
Keating Financial Advisory Services
Kansas
$385
WA
234
Westfuller Advisors
New York
$321
CMA
235
Cedar Mountain Advisors
Oregon
$231
BBPWM
236
Blue Bell Private Wealth Management
Pennsylvania
$154
CIAM
237
Caitong International Asset Management
Hong Kong
$154
ACM
238
Anfield Capital Management
California
$128
JWM
239
JPL Wealth Management
Colorado
$78
DF
240
Dunhill Financial
United Kingdom
$30
Capital World Investors
241
Capital World Investors
California
LCG
242
Luxor Capital Group
New York
Fuller & Thaler Asset Management
243
Fuller & Thaler Asset Management
California
Norges Bank
244
Norges Bank
Norway
T. Rowe Price Investment Management
245
T. Rowe Price Investment Management
Maryland
Nordea Investment Management
246
Nordea Investment Management
Sweden
Millennium Management
247
Millennium Management
New York
Arrowstreet Capital
248
Arrowstreet Capital
Massachusetts
ECM
249
ExodusPoint Capital Management
New York
HF
250
HRT Financial
New York