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Intapp
INTA

256 hedge funds and large institutions have $4.62B invested in Intapp in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

38% more capital invested

Capital invested by funds: $3.34B → $4.62B (+$1.28B)

22% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.31M

17% more funds holding

Funds holding: 218 → 256 (+38)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.33% less ownership

Funds ownership: 93.45% → 93.12% (-0.33%)

Holders
256
Holders Change
+38
Holders Change %
+17.43%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
63
Increased
108
Reduced
64
Closed
21
Calls
$2.82M
Puts
$2.31M
Net Calls
+$510K
Net Calls Change
-$318K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$112M
2
BlackRock
BlackRock
New York
+$52.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.2M
5
LCG
Luxor Capital Group
New York
+$31.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$29.3M
3
WP
Woodline Partners
California
-$23.6M
4
Norges Bank
Norges Bank
Norway
-$21.4M
5
BAMCO Inc
BAMCO Inc
New York
-$21M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$8.07K +$2.06K +36 +40%
HIM
227
Hillsdale Investment Management
Ontario, Canada
$7.69K +$6.88K +120 New
RFG
228
REAP Financial Group
Texas
$6.22K +$5.56K +97 New
Jones Financial Companies
229
Jones Financial Companies
Missouri
$5.45K +$4.88K +85 New
LI
230
LRI Investments
Florida
$4.94K – – –
SAM
231
Synergy Asset Management
Washington
$4.78K +$5.74K +100 New
PS
232
Principal Securities
Iowa
$4.17K +$3.73K +65 New
BWL
233
Bogart Wealth LLC
Virginia
$3.78K +$3.38K +59 New
QL
234
Quarry LP
New York
$3.59K +$3.21K +56 New
WTA
235
Washington Trust Advisors
Massachusetts
$3.59K +$3.21K +56 New
PA
236
Parallel Advisors
California
$3.33K +$2.64K +46 +767%
RIL
237
Rothschild Investment LLC
Illinois
$3.21K +$287 +5 +11%
Bessemer Group
238
Bessemer Group
New Jersey
$3K – – –
KIM
239
Kestra Investment Management
Texas
$2.44K +$2.18K +38 New
CFB
240
Cullen/Frost Bankers
Texas
$2.31K +$2.06K +36 New
AAP
241
Arax Advisory Partners
Colorado
$2.12K +$631 +11 +50%
SO
242
Sierra Ocean
California
$1.92K +$1.72K +30 New
WA
243
Whipplewood Advisors
Colorado
$1.92K +$1.72K +30 New
CWP
244
Concord Wealth Partners
Virginia
$1.41K – – –
BAM
245
Bellevue Asset Management
Washington
$1.34K +$1.2K +21 New
CA
246
Continuum Advisory
Idaho
$1.09K +$975 +17 New
TFA
247
Toth Financial Advisory
Virginia
$962 – – –
S
248
SignatureFD
Georgia
$833 +$287 +5 +63%
CMBA
249
C.M. Bidwell & Associates
Hawaii
$769 – – –
WA
250
WPG Advisers
Maryland
$705 +$631 +11 New
8 9
10
11 12

INTA Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q4 2024, worth a combined $4.62B — up 38% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INTA positions and 21 closed out — a net gain of 42 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Invesco, adding an estimated $112M. The largest seller was Fidelity Investments, cutting an estimated $211M.

  • 256 institutional investors held Intapp (INTA) as of Q4 2024, up from 218 in Q3 2024.
  • Funds reported $4.62B of Intapp stock for Q4 2024, up 38% quarter-over-quarter.
  • 63 funds opened new Intapp positions in Q4 2024 and 21 closed out, a net change of +42 holders.
  • The largest Intapp buyer in Q4 2024 was Invesco, an estimated $112M added.
  • The largest Intapp seller in Q4 2024 was Fidelity Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.