We are live on ! Find out more

265 hedge funds and large institutions have $3.21B invested in Intapp in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $2.11M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $2.88B → $3.21B (+$330M)

2% more funds holding

Funds holding: 261265 (+4)

0.24% less ownership

Funds ownership: 85.84%85.6% (-0.24%)

Holders
265
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
53
Increased
102
Reduced
82
Closed
44
Calls
$5.67M
Puts
$2.11M
Net Calls
+$3.56M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$413 +$332 +8 +800%
WA
252
WPG Advisers
Maryland
$412 -$954 -23 -72%
CMA
253
Cedar Mountain Advisors
Oregon
$412
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$367
TPBG
255
Turning Point Benefit Group
Maryland
$320
BBPWM
256
Blue Bell Private Wealth Management
Pennsylvania
$275
ACM
257
Anfield Capital Management
California
$229
HFS
258
Hughes Financial Services
Virginia
$229 +$207 +5 New
MCM
259
MAI Capital Management
Ohio
$138 +$124 +3 New
CIAM
260
Caitong International Asset Management
Hong Kong
$137 +$124 +3 New
KFAS
261
Keating Financial Advisory Services
Kansas
$137 +$124 +3 New
DF
262
Dunhill Financial
United Kingdom
$54 +$41 +1 New
PA
263
Parallel Advisors
California
$46 -$290 -7 -88%
Artisan Partners
264
Artisan Partners
Wisconsin
-$28.8M -704,192 Closed
Marshall Wace
265
Marshall Wace
United Kingdom
-$11.3M -276,063 Closed
Renaissance Technologies
266
Renaissance Technologies
New York
-$9.76M -238,600 Closed
MGP
267
M&G plc
United Kingdom
-$6.8M -165,926 Closed
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
-$4.43M -108,321 Closed
NCGI
269
Next Century Growth Investors
Minnesota
-$2.44M -59,757 Closed
WP
270
Woodline Partners
California
-$1.59M -38,798 Closed
Two Sigma Advisers
271
Two Sigma Advisers
New York
-$1.25M -30,500 Closed
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.09M -26,770 Closed
YIH
273
Y-Intercept (HK)
Hong Kong
-$1.02M -24,892 Closed
DFCM
274
Dark Forest Capital Management
Puerto Rico
-$1.01M -24,639 Closed
TC
275
TwinBeech Capital
New York
-$742K -18,139 Closed