255 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 61 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:

23% less capital invested

Capital invested by funds: $3.75B → $2.88B (-$864M)

33% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 61

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
255
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
$7.96M
Puts
$2.77M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rise Advisors
New York
$5.36K
CA
227
CoreCap Advisors
Michigan
$4.7K
QL
228
Quarry LP
New York
$4.25K
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25K
US Bancorp
230
US Bancorp
Minnesota
$4.09K
PTC
231
Private Trust Company
Ohio
$3.76K
LI
232
LRI Investments
Florida
$3.15K
MA
233
MCF Advisors
Kentucky
$3.11K
RIL
234
Rothschild Investment LLC
Illinois
$2.66K
BAM
235
Bellevue Asset Management
Washington
$2.58K
S
236
SignatureFD
Georgia
$1.92K
PWMG
237
Private Wealth Management Group
New Jersey
$1.76K
WA
238
Westfuller Advisors
New York
$1.42K
WA
239
WPG Advisers
Maryland
$1.31K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$1.19K
MAM
241
Marquette Asset Management
Minnesota
$1.19K
STB
242
S&T Bank
Pennsylvania
$1.1K
BWL
243
Bogart Wealth LLC
Virginia
$1.06K
GEA
244
Glen Eagle Advisors
New Jersey
$1.06K
Bessemer Group
245
Bessemer Group
New Jersey
$1K
CWP
246
Concord Wealth Partners
Virginia
$900
BFS
247
Bare Financial Services
Pennsylvania
$450
CMA
248
Cedar Mountain Advisors
Oregon
$368
PA
249
Parallel Advisors
California
$327
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$327