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265 hedge funds and large institutions have $3.21B invested in Intapp in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $2.11M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $2.88B → $3.21B (+$330M)

2% more funds holding

Funds holding: 261265 (+4)

0.24% less ownership

Funds ownership: 85.84%85.6% (-0.24%)

Holders
265
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
53
Increased
102
Reduced
82
Closed
44
Calls
$5.67M
Puts
$2.11M
Net Calls
+$3.56M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$3.21K -$6.14K -148 -68%
MAM
227
Marquette Asset Management
Minnesota
$2.98K +$1.49K +36 +124%
US Bancorp
228
US Bancorp
Minnesota
$2.93K -$1.49K -36 -36%
BFS
229
Bare Financial Services
Pennsylvania
$2.7K +$1.99K +48 +436%
S
230
SignatureFD
Georgia
$2.61K +$415 +10 +21%
AAP
231
Arax Advisory Partners
Colorado
$2.48K -$11.7K -281 -84%
FC
232
Financial Consulate
Maryland
$2.29K +$2.07K +50 New
SAG
233
SageView Advisory Group
California
$2.06K +$1.87K +45 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$2.02K +$622 +15 +52%
KBFS
235
Kohmann Bosshard Financial Services
Ohio
$1.6K +$1.45K +35 New
WA
236
Westfuller Advisors
New York
$1.59K
BWL
237
Bogart Wealth LLC
Virginia
$1.19K
ZBNA
238
Zions Bancorporation, National Association
Utah
$1.1K +$995 +24 New
CWP
239
Concord Wealth Partners
Virginia
$1.01K
MCA
240
McGuire Capital Advisors
Oklahoma
$962 +$871 +21 New
SIC
241
SJS Investment Consulting
Ohio
$871 +$788 +19 New
SS
242
Sunbelt Securities
Texas
$733 +$664 +16 New
BIA
243
Bell Investment Advisors
California
$688 +$622 +15 New
TPCW
244
TD Private Client Wealth
New York
$687 +$622 +15 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$641 -$8.71K -210 -94%
FFO
246
Fortitude Family Office
Arizona
$596 +$539 +13 New
BWA
247
Basecamp Wealth Advisors
Washington
$550 +$498 +12 New
OC
248
Optima Capital
Oregon
$550 +$498 +12 New
TCOV
249
Trust Company of Vermont
Vermont
$550 +$498 +12 New
VCM
250
Versant Capital Management
Arizona
$504 -$18.5K -445 -98%