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 31 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
126
Reduced
76
Closed
31
Calls
$16M
Puts
$2.47M
Net Calls
+$13.5M
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
251
Global Retirement Partners
California
$8.05K +$8.05K +156 New
IA
252
IFP Advisors
Florida
$6.35K -$58 -1 Closed
HIM
253
Hillsdale Investment Management
Ontario, Canada
$6.19K
RA
254
Rise Advisors
New York
$6.14K
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.37K
US Bancorp
256
US Bancorp
Minnesota
$5.16K -$2.43K -47 -32%
WTA
257
Washington Trust Advisors
Massachusetts
$4.39K
RIL
258
Rothschild Investment LLC
Illinois
$4.39K +$516 +10 +13%
LI
259
LRI Investments
Florida
$3.98K
PA
260
Parallel Advisors
California
$2.99K +$361 +7 +14%
BBPWM
261
Blue Bell Private Wealth Management
Pennsylvania
$2.74K
AAP
262
Arax Advisory Partners
Colorado
$2.38K -$24.3K -471 -91%
S
263
SignatureFD
Georgia
$2.22K +$1.55K +30 +231%
BIG
264
Brooklyn Investment Group
New York
$2.01K +$413 +8 +26%
Bessemer Group
265
Bessemer Group
New Jersey
$2K
SS
266
SBI Securities
Japan
$1.96K -$9.86K -191 -83%
CFB
267
Cullen/Frost Bankers
Texas
$1.81K -$52 -1 -3%
BAM
268
Bellevue Asset Management
Washington
$1.65K
SO
269
Sierra Ocean
California
$1.55K
SAM
270
Smartleaf Asset Management
Massachusetts
$1.38K -$9.51K -186 -87%
BWL
271
Bogart Wealth LLC
Virginia
$1.34K
CWP
272
Concord Wealth Partners
Virginia
$1.14K
BFS
273
Bare Financial Services
Pennsylvania
$1.03K +$1.03K +20 New
KG
274
Kilter Group
New York
$930 +$930 +18 New
SWM
275
Spire Wealth Management
Virginia
$929 +$929 +18 New