280 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, 126 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:

1.21% more ownership

Funds ownership: 88.47%89.68% (+1.2%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$352M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
280
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
FFA
226
Farther Finance Advisors
California
$37.7K
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$33.2K
CIAM
228
Caitong International Asset Management
Hong Kong
$33.2K
SSG
229
Summit Securities Group
New York
$31.9K
BNP Paribas Asset Management
230
BNP Paribas Asset Management
France
$31K
HFM
231
Harvest Fund Management
China
$29K
FHA
232
First Horizon Advisors
Tennessee
$27.6K
RFG
233
REAP Financial Group
Texas
$24.8K
CA
234
Clearstead Advisors
Ohio
$23.9K
MCM
235
Manchester Capital Management
Vermont
$21.9K
OWA
236
Opal Wealth Advisors
New York
$21.8K
FMP
237
Financial Management Professionals
Texas
$21.2K
RCM
238
Raleigh Capital Management
North Carolina
$17.9K
GI
239
GAMMA Investing
California
$14.5K
EWA
240
EverSource Wealth Advisors
Alabama
$13.3K
ACM
241
Aster Capital Management
United Arab Emirates
$12.6K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$11.6K
PTC
243
Private Trust Company
Ohio
$11.3K
MTC
244
Matrix Trust Company
Colorado
$11K
HI
245
Harbour Investments
Wisconsin
$11K
Optiver Holding
246
Optiver Holding
Netherlands
$10.5K
Jones Financial Companies
247
Jones Financial Companies
Missouri
$9.76K
MA
248
MCF Advisors
Kentucky
$8.78K
CA
249
CoreCap Advisors
Michigan
$8.41K
VCM
250
Versant Capital Management
Arizona
$8.26K