267 hedge funds and large institutions have $4.1B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+11
Holders Change %
+4.3%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
93
Reduced
99
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
226
MCF Advisors
Kentucky
$9.93K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$9.69K +$9.22K +158 +1,975%
SSG
228
Summit Securities Group
New York
$9.28K +$9.28K +159 New
RFG
229
REAP Financial Group
Texas
$8.82K +$3.15K +54 +56%
US Bancorp
230
US Bancorp
Minnesota
$8.58K +$1.23K +21 +17%
HCP
231
Hexagon Capital Partners
Arkansas
$8.47K -$58 -1 -0.7%
CIAM
232
Caitong International Asset Management
Hong Kong
$8.23K +$8.23K +141 New
CA
233
CoreCap Advisors
Michigan
$8.12K -$50K -856 -86%
LC
234
Lindbrook Capital
California
$8K +$292 +5 +4%
MG
235
Mather Group
Illinois
$7.88K +$7.88K +135 New
Jones Financial Companies
236
Jones Financial Companies
Missouri
$7.73K +$2.64K +44 +52%
HIM
237
Hillsdale Investment Management
Ontario, Canada
$7.01K
Optiver Holding
238
Optiver Holding
Netherlands
$6.95K +$6.95K +119 New
RA
239
Rise Advisors
New York
$6.95K +$6.95K +119 New
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.07K +$6.07K +104 New
WTA
241
Washington Trust Advisors
Massachusetts
$4.96K +$1.69K +29 +52%
BT
242
Banque Transatlantique
France
$4.86K +$4.86K +90 New
LI
243
LRI Investments
Florida
$4.5K
RIL
244
Rothschild Investment LLC
Illinois
$4.38K +$1.46K +25 +50%
PS
245
Principal Securities
Iowa
$4.17K
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$3.5K -$3.91K -67 -53%
BBPWM
247
Blue Bell Private Wealth Management
Pennsylvania
$3.09K +$3.09K +53 New
WA
248
WPG Advisers
Maryland
$3.04K +$2.39K +41 +373%
PA
249
Parallel Advisors
California
$2.98K -$58 -1 -2%
CFB
250
Cullen/Frost Bankers
Texas
$2.1K