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270 hedge funds and large institutions have $4.14B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $3.96M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

5% more funds holding

Funds holding: 256270 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

3.82% less ownership

Funds ownership: 93.12%89.3% (-3.8%)

10% less capital invested

Capital invested by funds: $4.62B → $4.14B (-$480M)

Holders
270
Holders Change
+14
Holders Change %
+5.47%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
94
Reduced
101
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$13K -$1.71K -26 -10%
SAM
227
Smartleaf Asset Management
Massachusetts
$12.8K +$4.35K +66 +45%
HI
228
Harbour Investments
Wisconsin
$12.4K +$3.82K +58 +37%
VCM
229
Versant Capital Management
Arizona
$11.2K +$12.7K +192 New
MA
230
MCF Advisors
Kentucky
$9.93K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$9.69K +$10.4K +158 +1,975%
SSG
232
Summit Securities Group
New York
$9.28K +$10.5K +159 New
RFG
233
REAP Financial Group
Texas
$8.81K +$3.56K +54 +56%
US Bancorp
234
US Bancorp
Minnesota
$8.58K +$1.38K +21 +17%
HCP
235
Hexagon Capital Partners
Arkansas
$8.46K -$66 -1 -0.7%
CIAM
236
Caitong International Asset Management
Hong Kong
$8.23K +$9.29K +141 New
CA
237
CoreCap Advisors
Michigan
$8.12K -$56.4K -856 -86%
LC
238
Lindbrook Capital
California
$8K +$330 +5 +4%
MG
239
Mather Group
Illinois
$7.88K +$8.9K +135 New
Jones Financial Companies
240
Jones Financial Companies
Missouri
$7.73K +$2.9K +44 +52%
HIM
241
Hillsdale Investment Management
Ontario, Canada
$7.01K
Optiver Holding
242
Optiver Holding
Netherlands
$6.95K +$7.84K +119 New
RA
243
Rise Advisors
New York
$6.95K +$7.84K +119 New
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.07K +$6.86K +104 New
WTA
245
Washington Trust Advisors
Massachusetts
$4.96K +$1.91K +29 +52%
LI
246
LRI Investments
Florida
$4.5K
RIL
247
Rothschild Investment LLC
Illinois
$4.38K +$1.65K +25 +50%
PS
248
Principal Securities
Iowa
$4.17K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$3.5K -$4.42K -67 -53%
BBPWM
250
Blue Bell Private Wealth Management
Pennsylvania
$3.09K +$3.49K +53 New

INTA Hedge Fund Activity: Q1 2025 in Review

270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2025, worth a combined $4.14B — down 10% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new INTA positions and 34 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Capital World Investors, adding an estimated $53.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $131M.

  • 270 institutional investors held Intapp (INTA) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $4.14B of Intapp stock for Q1 2025, down 10% quarter-over-quarter.
  • 51 funds opened new Intapp positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Intapp buyer in Q1 2025 was Capital World Investors, an estimated $53.1M added.
  • The largest Intapp seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.