259 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 62 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

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

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$2.77M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
226
Cullen/Frost Bankers
Texas
$6.58K
GI
227
GAMMA Investing
California
$6.22K
SCM
228
Sterling Capital Management
North Carolina
$5.6K
RA
229
Rise Advisors
New York
$5.36K
CA
230
CoreCap Advisors
Michigan
$4.7K
QL
231
Quarry LP
New York
$4.25K
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25K
US Bancorp
233
US Bancorp
Minnesota
$4.09K
PTC
234
Private Trust Company
Ohio
$3.76K
LI
235
LRI Investments
Florida
$3.15K
MA
236
MCF Advisors
Kentucky
$3.11K
RIL
237
Rothschild Investment LLC
Illinois
$2.66K
BAM
238
Bellevue Asset Management
Washington
$2.58K
S
239
SignatureFD
Georgia
$1.92K
PWMG
240
Private Wealth Management Group
New Jersey
$1.76K
WA
241
Westfuller Advisors
New York
$1.42K
WA
242
WPG Advisers
Maryland
$1.31K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$1.19K
MAM
244
Marquette Asset Management
Minnesota
$1.19K
STB
245
S&T Bank
Pennsylvania
$1.1K
BWL
246
Bogart Wealth LLC
Virginia
$1.06K
GEA
247
Glen Eagle Advisors
New Jersey
$1.06K
Bessemer Group
248
Bessemer Group
New Jersey
$1K
CWP
249
Concord Wealth Partners
Virginia
$900
BFS
250
Bare Financial Services
Pennsylvania
$450