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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
Kayne Anderson Rudnick Investment Management
176
Kayne Anderson Rudnick Investment Management
California
$49.7K -$1.94M -65,010 -97%
Optiver Holding
177
Optiver Holding
Netherlands
$46.7K +$51.9K +1,741 +2,232%
KAS
178
Kemnay Advisory Services
New York
$42.9K +$45.9K +1,540 +1,176%
AAM
179
Advisors Asset Management
Colorado
$42.5K -$805 -27 -2%
GI
180
GAMMA Investing
California
$40.6K +$37.2K +1,248 +377%
FFA
181
Farther Finance Advisors
California
$36.7K +$35.4K +1,187 +424%
AssetMark Inc
182
AssetMark Inc
California
$36K -$447 -15 -1%
QCG
183
Quadrant Capital Group
Ohio
$34.8K +$30.4K +1,019 +303%
HNB
184
Huntington National Bank
Ohio
$25.9K +$3.49K +117 +13%
TFA
185
Transamerica Financial Advisors
Florida
$22.9K +$8.47K +284 +47%
C
186
Covestor
United Kingdom
$21K -$27.7K -929 -54%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$18.2K +$3.61K +121 +21%
SSG
188
Summit Securities Group
New York
$16.3K +$18.9K +635 New
RFP
189
Root Financial Partners
California
$16.3K +$18.9K +633 New
PA
190
Parallel Advisors
California
$16.2K +$18.8K +629 +62,900%
AWA
191
Acumen Wealth Advisors
Tennessee
$15.5K +$2.62K +88 +17%
EWA
192
EverSource Wealth Advisors
Alabama
$14.3K +$1.49K +50 +10%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$14.1K +$16.4K +549 New
Royal Bank of Canada
194
Royal Bank of Canada
Ontario, Canada
$14K -$55.4K -1,859 -77%
AAP
195
Arax Advisory Partners
Colorado
$12.1K +$12.4K +417 +772%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$11.9K +$13.6K +457 +5,713%
RIL
197
Rothschild Investment LLC
Illinois
$9.71K +$3.76K +126 +50%
SCM
198
Sterling Capital Management
North Carolina
$9.53K -$268 -9 -2%
OCWP
199
Owl Creek Wealth Partners
Colorado
$8.48K +$9.84K +330 New
Los Angeles Capital Management
200
Los Angeles Capital Management
California
$8.43K -$1.06M -35,712 -99%