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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
Holocene Advisors
76
Holocene Advisors
New York
$1.31M +$1.24M +41,671 +445%
VAM
77
Vanguard Asset Management
$1.29M +$1.5M +50,299 New
LPL Financial
78
LPL Financial
California
$1.22M +$83.1K +2,787 +6%
Osaic Holdings
79
Osaic Holdings
Arizona
$1.07M +$669K +22,450 +118%
Raymond James Financial
80
Raymond James Financial
Florida
$1.02M +$94.4K +3,166 +9%
Truist Financial
81
Truist Financial
North Carolina
$987K -$61K -2,045 -5%
First Trust Advisors
82
First Trust Advisors
Illinois
$912K -$148K -4,956 -12%
Ameriprise
83
Ameriprise
Minnesota
$859K -$125K -4,197 -11%
Universal-Beteiligungs- und Servicegesellschaft
84
Universal-Beteiligungs- und Servicegesellschaft
Germany
$831K -$66.5K -2,229 -6%
MIM
85
MetLife Investment Management
New Jersey
$823K +$566 +19 +0.1%
BEI
86
Benjamin Edwards Inc
Missouri
$793K +$128K +4,291 +16%
IC
87
IEQ Capital
California
$778K +$250K +8,388 +38%
RWM
88
Rezny Wealth Management
Florida
$772K
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$713K -$49.5K -1,661 -6%
VCM
90
Voleon Capital Management
California
$700K +$97.9K +3,283 +14%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$689K +$7.87K +264 +1%
BIG
92
Brooklyn Investment Group
New York
$683K +$793K +26,587 New
Amundi
93
Amundi
France
$669K +$98.5K +3,305 +15%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$651K +$183K +6,126 +32%
PVM
95
Palogic Value Management
Texas
$642K +$745K +25,000 New
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$633K +$296K +9,930 +68%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$624K +$249K +8,341 +52%
FRM
98
Fox Run Management
Connecticut
$623K +$403K +13,534 +123%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$622K -$128K -4,300 -15%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$615K +$309K +10,360 +76%