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Intapp
INTA

Overview Fund Activity

267 hedge funds and large institutions have $4.1B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+11
Holders Change %
+4.3%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
51
Increased
93
Reduced
99
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$146M
2
Vanguard Group
Vanguard Group
Pennsylvania
$388M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$18.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.6M
5
Millennium Management
Millennium Management
New York
$23.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$91.7M
2
PIMC
Praesidium Investment Management Company
New York
$79.2M
3
GKIM
GW&K Investment Management
Massachusetts
$62.3M
4
Ameriprise
Ameriprise
Minnesota
$17.8M
5
UBS Group
UBS Group
Switzerland
$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$2K -$286 -5 -13%
BAM
252
Bellevue Asset Management
Washington
$1.87K +$642 +11 +52%
BIG
253
Brooklyn Investment Group
New York
$1.81K +$1.81K +31 New
SO
254
Sierra Ocean
California
$1.75K – – –
BWL
255
Bogart Wealth LLC
Virginia
$1.52K -$1.93K -33 -56%
CA
256
Continuum Advisory
Idaho
$1.46K +$467 +8 +47%
CWP
257
Concord Wealth Partners
Virginia
$1.28K – – –
WA
258
Whipplewood Advisors
Colorado
$1.23K +$722 +43 +143%
PFBT
259
Parkside Financial Bank & Trust
Missouri
$1.17K +$1.17K +20 New
TFA
260
Toth Financial Advisory
Virginia
$876 – – –
SC
261
Stephens Consulting
Michigan
$876 +$876 +15 New
S
262
SignatureFD
Georgia
$759 – – –
LFG
263
Larson Financial Group
Missouri
$701 +$701 +12 New
OP
264
ORG Partners
Indiana
$594 +$594 +10 New
BIA
265
Bell Investment Advisors
California
$409 – – –
IA
266
IFP Advisors
Florida
$58 -$19.5K -336 -100%
CRM
267
Cramer Rosenthal McGlynn
Connecticut
– -$4.76M -74,340 Closed
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
– -$3.79M -59,195 Closed
Man Group
269
Man Group
United Kingdom
– -$3.41M -53,167 Closed
Jane Street
270
Jane Street
New York
– -$2.59M -40,380 Closed
BPC
271
Bryce Point Capital
New York
– -$1.43M -22,301 Closed
Two Sigma Investments
272
Two Sigma Investments
New York
– -$1.12M -17,532 Closed
BCM
273
Bayesian Capital Management
New York
– -$869K -13,558 Closed
HCA
274
Harbor Capital Advisors
Illinois
– -$808K -12,600 Closed
YMRC
275
Yorktown Management & Research Company
Virginia
– -$532K -8,300 Closed
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