259 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 62 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

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

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$2.77M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
251
Cedar Mountain Advisors
Oregon
$368
PA
252
Parallel Advisors
California
$327
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$327
TPBG
254
Turning Point Benefit Group
Maryland
$280
BBPWM
255
Blue Bell Private Wealth Management
Pennsylvania
$245
ACM
256
Anfield Capital Management
California
$205
IA
257
IFP Advisors
Florida
$164
CA
258
Clearstead Advisors
Ohio
$41
Westfield Capital Management
259
Westfield Capital Management
Massachusetts
Norges Bank
260
Norges Bank
Norway
SAM
261
Silvercrest Asset Management
New York
Lord, Abbett & Co
262
Lord, Abbett & Co
New Jersey
FAM
263
Fred Alger Management
New York
Macquarie Group
264
Macquarie Group
Australia
EP
265
Edgestream Partners
New Jersey
Allianz Asset Management
266
Allianz Asset Management
Germany
SIMG
267
Stephens Investment Management Group
Texas
DILIC
268
Dai-ichi Life Insurance Company
Japan
HCA
269
Harbor Capital Advisors
Illinois
Principal Financial Group
270
Principal Financial Group
Iowa
SSA
271
Schonfeld Strategic Advisors
New York
State of New Jersey Common Pension Fund D
272
State of New Jersey Common Pension Fund D
New Jersey
Asset Management One
273
Asset Management One
Japan
DTL
274
Dynamic Technology Lab
Singapore
JCIA
275
Jackson Creek Investment Advisors
Colorado