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282 hedge funds and large institutions have $3.75B invested in Intapp in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $16M | Put options by funds: $2.47M

73% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 75

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

4% more funds holding

Funds holding: 270282 (+12)

0.36% more ownership

Funds ownership: 89.3%89.66% (+0.36%)

9% less capital invested

Capital invested by funds: $4.14B → $3.75B (-$392M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
282
Holders Change
+12
Holders Change %
+4.44%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
130
Reduced
75
Closed
30
Calls
$16M
Puts
$2.47M
Net Calls
+$13.5M
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
226
State of Wyoming
Wyoming
$54K -$154K -2,812 -73%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$47K -$5.52K -101 -10%
FFA
228
Farther Finance Advisors
California
$37.7K +$11.2K +205 +39%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$33.2K -$8.74K -160 -20%
CIAM
230
Caitong International Asset Management
Hong Kong
$33.2K +$27.4K +502 +356%
SSG
231
Summit Securities Group
New York
$31.9K +$25K +458 +288%
BNP Paribas Asset Management
232
BNP Paribas Asset Management
France
$31K +$32.3K +592 New
HFM
233
Harvest Fund Management
China
$29K -$515K -9,429 -94%
FHA
234
First Horizon Advisors
Tennessee
$27.6K +$2.19K +40 +8%
RFG
235
REAP Financial Group
Texas
$24.8K +$18K +330 +219%
CA
236
Clearstead Advisors
Ohio
$23.9K +$25.3K +463 New
MCM
237
Manchester Capital Management
Vermont
$21.9K +$1.37K +25 +6%
OWA
238
Opal Wealth Advisors
New York
$21.8K +$983 +18 +4%
FMP
239
Financial Management Professionals
Texas
$21.2K -$36.9K -676 -62%
RCM
240
Raleigh Capital Management
North Carolina
$17.9K -$1.75K -32 -8%
GI
241
GAMMA Investing
California
$14.5K -$1.26K -23 -8%
EWA
242
EverSource Wealth Advisors
Alabama
$13.3K -$1.09K -20 -7%
ACM
243
Aster Capital Management
United Arab Emirates
$12.6K +$13.3K +244 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$3.17K +58 +35%
PTC
245
Private Trust Company
Ohio
$11.3K -$273 -5 -2%
MTC
246
Matrix Trust Company
Colorado
$11K +$11.4K +209 New
HI
247
Harbour Investments
Wisconsin
$11K
Optiver Holding
248
Optiver Holding
Netherlands
$10.5K +$4.59K +84 +71%
Jones Financial Companies
249
Jones Financial Companies
Missouri
$9.76K +$3.39K +62 +48%
MA
250
MCF Advisors
Kentucky
$8.78K

INTA Hedge Fund Activity: Q2 2025 in Review

282 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q2 2025, worth a combined $3.75B — down 9.5% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new INTA positions and 30 closed out — a net gain of 13 holders — while 130 added to existing stakes and 75 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $40.9M. The largest seller was Invesco, cutting an estimated $34M.

  • 282 institutional investors held Intapp (INTA) as of Q2 2025, up from 270 in Q1 2025.
  • Funds reported $3.75B of Intapp stock for Q2 2025, down 9.5% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q2 2025 and 30 closed out, a net change of +13 holders.
  • The largest Intapp buyer in Q2 2025 was Westfield Capital Management, an estimated $40.9M added.
  • The largest Intapp seller in Q2 2025 was Invesco, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2025.