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
SS
201
SBI Securities
Japan
$7.53K
EP
202
Essential Partners
California
$7.48K
EB
203
Eastern Bank
Massachusetts
$5.6K
MAM
204
Marquette Asset Management
Minnesota
$5.24K
TFA
205
Toth Financial Advisory
Virginia
$5.14K
HHCP
206
Hilton Head Capital Partners
South Carolina
$5.01K
PWMG
207
Private Wealth Management Group
New Jersey
$4.55K
SAM
208
Smartleaf Asset Management
Massachusetts
$4.42K
MCM
209
MAI Capital Management
Ohio
$4.19K
BIA
210
Bell Investment Advisors
California
$4.08K
BFS
211
Bare Financial Services
Pennsylvania
$3.16K
NSIM
212
North Star Investment Management
Illinois
$3.11K
UB
213
UMB Bank
Missouri
$3.08K
AW
214
Avion Wealth
Texas
$3K
ACM
215
Aster Capital Management
United Arab Emirates
$2.8K
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67K
PWA
217
Physician Wealth Advisors
Utah
$2.42K
IA
218
IFP Advisors
Florida
$2.36K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2.24K
PWPS
220
Pinnacle Wealth Planning Services
Ohio
$2.03K
SFG
221
Strive Financial Group
Indiana
$2K
KG
222
Kilter Group
New York
$1.85K
HI
223
Harbour Investments
Wisconsin
$1.8K
ZBNA
224
Zions Bancorporation, National Association
Utah
$1.8K
ASN
225
Advisory Services Network
Georgia
$1.31K