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 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.21% more ownership

Funds ownership: 88.47%89.68% (+1.2%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$352M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16M
Puts
$2.47M
Net Calls
Net Calls Change

Top Buyers

1 +$38.7M
2 +$23M
3 +$13.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.5M
5
Macquarie Group
Macquarie Group
Australia
+$10M

Top Sellers

1 -$32.1M
2 -$20.6M
3 -$16.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$8.05K
IA
252
IFP Advisors
Florida
$6.35K
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
WTA
257
Washington Trust Advisors
Massachusetts
$4.39K
RIL
258
Rothschild Investment LLC
Illinois
$4.39K
LI
259
LRI Investments
Florida
$3.98K
PA
260
Parallel Advisors
California
$2.99K
BBPWM
261
Blue Bell Private Wealth Management
Pennsylvania
$2.74K
AAP
262
Arax Advisory Partners
Colorado
$2.38K
S
263
SignatureFD
Georgia
$2.22K
BIG
264
Brooklyn Investment Group
New York
$2.01K
Bessemer Group
265
Bessemer Group
New Jersey
$2K
SS
266
SBI Securities
Japan
$1.96K
CFB
267
Cullen/Frost Bankers
Texas
$1.81K
BAM
268
Bellevue Asset Management
Washington
$1.65K
SO
269
Sierra Ocean
California
$1.55K
SAM
270
Smartleaf Asset Management
Massachusetts
$1.38K
BWL
271
Bogart Wealth LLC
Virginia
$1.34K
CWP
272
Concord Wealth Partners
Virginia
$1.14K
BFS
273
Bare Financial Services
Pennsylvania
$1.03K
KG
274
Kilter Group
New York
$930
SWM
275
Spire Wealth Management
Virginia
$929