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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
SS
201
SBI Securities
Japan
$7.53K +$1.04K +35 +14%
EP
202
Essential Partners
California
$7.48K -$7.51K -252 -46%
EB
203
Eastern Bank
Massachusetts
$5.6K
MAM
204
Marquette Asset Management
Minnesota
$5.24K +$4.14K +139 +214%
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 +$5.28K +177 New
SAM
208
Smartleaf Asset Management
Massachusetts
$4.42K +$388 +13 +8%
MCM
209
MAI Capital Management
Ohio
$4.19K +$4.77K +160 +5,333%
BIA
210
Bell Investment Advisors
California
$4.08K +$4.29K +144 +960%
BFS
211
Bare Financial Services
Pennsylvania
$3.16K +$1.91K +64 +108%
NSIM
212
North Star Investment Management
Illinois
$3.11K +$3.61K +121 New
UB
213
UMB Bank
Missouri
$3.08K +$3.58K +120 New
AW
214
Avion Wealth
Texas
$3K +$3.46K +116 +967%
ACM
215
Aster Capital Management
United Arab Emirates
$2.8K +$1.43K +48 New
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67K -$28.3K -950 -90%
PWA
217
Physician Wealth Advisors
Utah
$2.42K +$2.8K +94 New
IA
218
IFP Advisors
Florida
$2.36K -$7.84K -263 -74%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2.24K +$1.28K +43 +98%
PWPS
220
Pinnacle Wealth Planning Services
Ohio
$2.03K
SFG
221
Strive Financial Group
Indiana
$2K -$15.6K -524 -85%
KG
222
Kilter Group
New York
$1.85K +$2.15K +72 New
HI
223
Harbour Investments
Wisconsin
$1.8K
ZBNA
224
Zions Bancorporation, National Association
Utah
$1.8K +$1.37K +46 +192%
ASN
225
Advisory Services Network
Georgia
$1.31K +$1.52K +51 New