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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
KeyBank National Association
126
KeyBank National Association
Ohio
$359K -$51.1K -1,714 -11%
VIA
127
Vanguard Investments Australia
Australia
$358K +$415K +13,937 New
MCC
128
Malaga Cove Capital
California
$341K +$86.5K +2,902 +28%
WP
129
Woodline Partners
California
$336K +$389K +13,063 New
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$333K +$178K +5,985 +86%
VA
131
Vident Advisory
Georgia
$327K +$244K +8,170 +180%
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$321K -$2.25M -75,395 -86%
CP
133
CenterBook Partners
Connecticut
$319K +$371K +12,432 New
KK
134
KLP Kapitalforvaltning
Norway
$313K
CB
135
Commerce Bank
Missouri
$298K -$6.86K -230 -2%
MAWCM
136
Mine & Arao Wealth Creation & Management
California
$293K -$59.6K -2,000 -15%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$293K +$60.8K +2,039 +21%
FT
138
Fiduciary Trust
Massachusetts
$280K -$2.38K -80 -0.7%
PCS
139
Personal CFO Solutions
New Jersey
$271K +$25.6K +858 +9%
SEI Investments
140
SEI Investments
Pennsylvania
$256K -$83.5K -2,802 -22%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$255K -$121K -4,075 -29%
BHCM
142
Brevan Howard Capital Management
Jersey
$253K -$236K -7,921 -45%
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$252K +$33.6K +1,126 +13%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$249K +$34K +1,140 +13%
ECM
145
Evergreen Capital Management
Washington
$247K +$286K +9,598 New
PS
146
Principal Securities
Iowa
$243K +$10.4K +349 +4%
Simplex Trading
147
Simplex Trading
Illinois
$242K +$244K +8,173 +648%
AI
148
Atria Investments
North Carolina
$234K -$87.9K -2,947 -24%
Prudential Financial
149
Prudential Financial
New Jersey
$231K -$89.1K -2,990 -25%
VEA
150
Virtus ETF Advisers
New York
$229K