281 hedge funds and large institutions have $3.75B invested in Intapp in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 76 reducing their positions, and 30 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.18% more ownership

Funds ownership: 88.47%89.65% (+1.2%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$354M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16M
Puts
$2.47M
Net Calls
Net Calls Change

Top Buyers

1 +$38.7M
2 +$23M
3 +$13.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.5M
5
Macquarie Group
Macquarie Group
Australia
+$10M

Top Sellers

1 -$32.1M
2 -$20.6M
3 -$16.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$47K
FFA
227
Farther Finance Advisors
California
$37.7K
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$33.2K
CIAM
229
Caitong International Asset Management
Hong Kong
$33.2K
SSG
230
Summit Securities Group
New York
$31.9K
BNP Paribas Asset Management
231
BNP Paribas Asset Management
France
$31K
HFM
232
Harvest Fund Management
China
$29K
FHA
233
First Horizon Advisors
Tennessee
$27.6K
RFG
234
REAP Financial Group
Texas
$24.8K
CA
235
Clearstead Advisors
Ohio
$23.9K
MCM
236
Manchester Capital Management
Vermont
$21.9K
OWA
237
Opal Wealth Advisors
New York
$21.8K
FMP
238
Financial Management Professionals
Texas
$21.2K
RCM
239
Raleigh Capital Management
North Carolina
$17.9K
GI
240
GAMMA Investing
California
$14.5K
EWA
241
EverSource Wealth Advisors
Alabama
$13.3K
ACM
242
Aster Capital Management
United Arab Emirates
$12.6K
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$11.6K
PTC
244
Private Trust Company
Ohio
$11.3K
MTC
245
Matrix Trust Company
Colorado
$11K
HI
246
Harbour Investments
Wisconsin
$11K
Optiver Holding
247
Optiver Holding
Netherlands
$10.5K
Jones Financial Companies
248
Jones Financial Companies
Missouri
$9.76K
MA
249
MCF Advisors
Kentucky
$8.78K
CA
250
CoreCap Advisors
Michigan
$8.41K