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261 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $2.77M

32% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 84

3.82% less ownership

Funds ownership: 89.66%85.84% (-3.8%)

7% less funds holding

Funds holding: 282261 (-21)

23% less capital invested

Capital invested by funds: $3.75B → $2.88B (-$864M)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
261
Holders Change
-21
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
43
Increased
111
Reduced
84
Closed
62
Calls
$7.96M
Puts
$2.77M
Net Calls
+$5.19M
Net Calls Change
-$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
251
Essential Partners
California
$491 +$519 +12 New
BFS
252
Bare Financial Services
Pennsylvania
$450 -$389 -9 -45%
CMA
253
Cedar Mountain Advisors
Oregon
$368 +$389 +9 New
PA
254
Parallel Advisors
California
$327 -$2.16K -50 -86%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$327 +$346 +8 New
TPBG
256
Turning Point Benefit Group
Maryland
$280 +$303 +7 New
BBPWM
257
Blue Bell Private Wealth Management
Pennsylvania
$245 -$2.03K -47 -89%
ACM
258
Anfield Capital Management
California
$205 +$216 +5 New
IA
259
IFP Advisors
Florida
$164 +$173 +4 New
CA
260
Clearstead Advisors
Ohio
$41 -$20K -462 -100%
Westfield Capital Management
261
Westfield Capital Management
Massachusetts
-$38.7M -748,884 Closed
Norges Bank
262
Norges Bank
Norway
-$35.1M -679,609 Closed
SAM
263
Silvercrest Asset Management
New York
-$19.1M -370,382 Closed
Lord, Abbett & Co
264
Lord, Abbett & Co
New Jersey
-$17.1M -330,872 Closed
FAM
265
Fred Alger Management
New York
-$14.2M -275,753 Closed
Macquarie Group
266
Macquarie Group
Australia
-$10M -193,811 Closed
EP
267
Edgestream Partners
New Jersey
-$8.81M -170,633 Closed
Allianz Asset Management
268
Allianz Asset Management
Germany
-$8.47M -164,081 Closed
SIMG
269
Stephens Investment Management Group
Texas
-$6.38M -123,499 Closed
DILIC
270
Dai-ichi Life Insurance Company
Japan
-$3.36M -65,016 Closed
HCA
271
Harbor Capital Advisors
Illinois
-$2.49M -48,234 Closed
Principal Financial Group
272
Principal Financial Group
Iowa
-$2.15M -41,644 Closed
SSA
273
Schonfeld Strategic Advisors
New York
-$1.8M -34,880 Closed
State of New Jersey Common Pension Fund D
274
State of New Jersey Common Pension Fund D
New Jersey
-$1.72M -33,388 Closed
Asset Management One
275
Asset Management One
Japan
-$1.54M -29,741 Closed

INTA Hedge Fund Activity: Q3 2025 in Review

261 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q3 2025, worth a combined $2.88B — down 23% from $3.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of INTA and 43 opened new positions — a net loss of 19 holders — while 84 trimmed existing stakes and 111 added.

The largest buyer was Wellington Management Group, adding an estimated $48.2M. The largest seller was Invesco, cutting an estimated $61.7M.

  • 261 institutional investors held Intapp (INTA) as of Q3 2025, down from 282 in Q2 2025.
  • Funds reported $2.88B of Intapp stock for Q3 2025, down 23% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q3 2025 and 62 closed out, a net change of -19 holders.
  • The largest Intapp buyer in Q3 2025 was Wellington Management Group, an estimated $48.2M added.
  • The largest Intapp seller in Q3 2025 was Invesco, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2025.