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270 hedge funds and large institutions have $4.14B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $3.96M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

5% more funds holding

Funds holding: 256270 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

3.82% less ownership

Funds ownership: 93.12%89.3% (-3.8%)

10% less capital invested

Capital invested by funds: $4.62B → $4.14B (-$480M)

Holders
270
Holders Change
+14
Holders Change %
+5.47%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
94
Reduced
101
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
WPG Advisers
Maryland
$3.04K +$2.7K +41 +373%
PA
252
Parallel Advisors
California
$2.98K -$66 -1 -2%
CFB
253
Cullen/Frost Bankers
Texas
$2.1K
Bessemer Group
254
Bessemer Group
New Jersey
$2K -$330 -5 -13%
BAM
255
Bellevue Asset Management
Washington
$1.87K +$725 +11 +52%
BIG
256
Brooklyn Investment Group
New York
$1.81K +$2.04K +31 New
SO
257
Sierra Ocean
California
$1.75K
BWL
258
Bogart Wealth LLC
Virginia
$1.52K -$2.17K -33 -56%
CA
259
Continuum Advisory
Idaho
$1.46K +$527 +8 +47%
CWP
260
Concord Wealth Partners
Virginia
$1.28K
WA
261
Whipplewood Advisors
Colorado
$1.23K +$2.83K +43 +143%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$1.17K +$1.32K +20 New
TFA
263
Toth Financial Advisory
Virginia
$876
SC
264
Stephens Consulting
Michigan
$876 +$989 +15 New
S
265
SignatureFD
Georgia
$759
LFG
266
Larson Financial Group
Missouri
$701 +$791 +12 New
OP
267
ORG Partners
Indiana
$594 +$659 +10 New
BIA
268
Bell Investment Advisors
California
$409
IA
269
IFP Advisors
Florida
$58 -$22.1K -336 -100%
CRM
270
Cramer Rosenthal McGlynn
Connecticut
-$4.76M -74,340 Closed
Balyasny Asset Management
271
Balyasny Asset Management
Illinois
-$3.79M -59,195 Closed
Man Group
272
Man Group
United Kingdom
-$3.41M -53,167 Closed
Jane Street
273
Jane Street
New York
-$2.66M -40,380 Closed
BPC
274
Bryce Point Capital
New York
-$1.43M -22,301 Closed
Two Sigma Investments
275
Two Sigma Investments
New York
-$1.12M -17,532 Closed

INTA Hedge Fund Activity: Q1 2025 in Review

270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2025, worth a combined $4.14B — down 10% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new INTA positions and 34 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Capital World Investors, adding an estimated $53.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $131M.

  • 270 institutional investors held Intapp (INTA) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $4.14B of Intapp stock for Q1 2025, down 10% quarter-over-quarter.
  • 51 funds opened new Intapp positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Intapp buyer in Q1 2025 was Capital World Investors, an estimated $53.1M added.
  • The largest Intapp seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.