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261 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $2.77M

32% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 84

3.82% less ownership

Funds ownership: 89.66%85.84% (-3.8%)

7% less funds holding

Funds holding: 282261 (-21)

23% less capital invested

Capital invested by funds: $3.75B → $2.88B (-$864M)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
261
Holders Change
-21
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
43
Increased
111
Reduced
84
Closed
62
Calls
$7.96M
Puts
$2.77M
Net Calls
+$5.19M
Net Calls Change
-$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$6.75K +$5.79K +134 +496%
CFB
227
Cullen/Frost Bankers
Texas
$6.58K +$5.45K +126 +360%
GI
228
GAMMA Investing
California
$6.22K -$5.53K -128 -46%
SCM
229
Sterling Capital Management
North Carolina
$5.6K -$944K -21,832 -99%
RA
230
Rise Advisors
New York
$5.36K +$519 +12 +10%
CA
231
CoreCap Advisors
Michigan
$4.7K -$2.08K -48 -29%
QL
232
Quarry LP
New York
$4.25K -$74.9K -1,732 -94%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25K
US Bancorp
234
US Bancorp
Minnesota
$4.09K
PTC
235
Private Trust Company
Ohio
$3.76K -$5.45K -126 -58%
LI
236
LRI Investments
Florida
$3.15K
MA
237
MCF Advisors
Kentucky
$3.11K -$4.06K -94 -55%
RIL
238
Rothschild Investment LLC
Illinois
$2.66K -$864 -20 -24%
BAM
239
Bellevue Asset Management
Washington
$2.58K +$1.34K +31 +97%
S
240
SignatureFD
Georgia
$1.92K +$173 +4 +9%
PWMG
241
Private Wealth Management Group
New Jersey
$1.76K +$1.86K +43 New
WA
242
Westfuller Advisors
New York
$1.42K +$1.51K +35 New
WA
243
WPG Advisers
Maryland
$1.31K +$1.38K +32 New
PFBT
244
Parkside Financial Bank & Trust
Missouri
$1.19K +$821 +19 +190%
MAM
245
Marquette Asset Management
Minnesota
$1.19K +$1.25K +29 New
STB
246
S&T Bank
Pennsylvania
$1.1K +$1.17K +27 New
BWL
247
Bogart Wealth LLC
Virginia
$1.06K
GEA
248
Glen Eagle Advisors
New Jersey
$1.06K +$1.12K +26 New
Bessemer Group
249
Bessemer Group
New Jersey
$1K -$86 -2 -6%
CWP
250
Concord Wealth Partners
Virginia
$900

INTA Hedge Fund Activity: Q3 2025 in Review

261 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q3 2025, worth a combined $2.88B — down 23% from $3.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of INTA and 43 opened new positions — a net loss of 19 holders — while 84 trimmed existing stakes and 111 added.

The largest buyer was Wellington Management Group, adding an estimated $48.2M. The largest seller was Invesco, cutting an estimated $61.7M.

  • 261 institutional investors held Intapp (INTA) as of Q3 2025, down from 282 in Q2 2025.
  • Funds reported $2.88B of Intapp stock for Q3 2025, down 23% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q3 2025 and 62 closed out, a net change of -19 holders.
  • The largest Intapp buyer in Q3 2025 was Wellington Management Group, an estimated $48.2M added.
  • The largest Intapp seller in Q3 2025 was Invesco, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2025.