261 hedge funds and large institutions have $3.21B invested in Intapp in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.67M
Puts
$2.11M
Net Calls
Net Calls Change

Top Buyers

1 +$46.6M
2 +$41.8M
3 +$25.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.2M
5
BAMCO Inc
BAMCO Inc
New York
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$2.7K
S
227
SignatureFD
Georgia
$2.61K
AAP
228
Arax Advisory Partners
Colorado
$2.48K
FC
229
Financial Consulate
Maryland
$2.29K
SAG
230
SageView Advisory Group
California
$2.06K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$2.02K
KBFS
232
Kohmann Bosshard Financial Services
Ohio
$1.6K
WA
233
Westfuller Advisors
New York
$1.59K
BWL
234
Bogart Wealth LLC
Virginia
$1.19K
ZBNA
235
Zions Bancorporation, National Association
Utah
$1.1K
CWP
236
Concord Wealth Partners
Virginia
$1.01K
MCA
237
McGuire Capital Advisors
Oklahoma
$962
SIC
238
SJS Investment Consulting
Ohio
$871
SS
239
Sunbelt Securities
Texas
$733
BIA
240
Bell Investment Advisors
California
$688
TPCW
241
TD Private Client Wealth
New York
$687
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$641
FFO
243
Fortitude Family Office
Arizona
$596
OC
244
Optima Capital
Oregon
$550
TCOV
245
Trust Company of Vermont
Vermont
$550
VCM
246
Versant Capital Management
Arizona
$504
CA
247
Clearstead Advisors
Ohio
$413
WA
248
WPG Advisers
Maryland
$412
CMA
249
Cedar Mountain Advisors
Oregon
$412
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$367