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
Optiver Holding
176
Optiver Holding
Netherlands
$46.7K
KAS
177
Kemnay Advisory Services
New York
$42.9K
AAM
178
Advisors Asset Management
Colorado
$42.5K
GI
179
GAMMA Investing
California
$40.6K
FFA
180
Farther Finance Advisors
California
$36.7K
AssetMark Inc
181
AssetMark Inc
California
$36K
QCG
182
Quadrant Capital Group
Ohio
$34.8K
HNB
183
Huntington National Bank
Ohio
$25.9K
TFA
184
Transamerica Financial Advisors
Florida
$22.9K
C
185
Covestor
United Kingdom
$21K
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$18.2K
SSG
187
Summit Securities Group
New York
$16.3K
RFP
188
Root Financial Partners
California
$16.3K
PA
189
Parallel Advisors
California
$16.2K
AWA
190
Acumen Wealth Advisors
Tennessee
$15.5K
EWA
191
EverSource Wealth Advisors
Alabama
$14.3K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$14.1K
Royal Bank of Canada
193
Royal Bank of Canada
Ontario, Canada
$14K
AAP
194
Arax Advisory Partners
Colorado
$12.1K
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$11.9K
RIL
196
Rothschild Investment LLC
Illinois
$9.71K
SCM
197
Sterling Capital Management
North Carolina
$9.53K
OCWP
198
Owl Creek Wealth Partners
Colorado
$8.48K
Los Angeles Capital Management
199
Los Angeles Capital Management
California
$8.43K
AC
200
AMS Capital
Brazil
$8.33K