257 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 61 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)

33% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 61

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
257
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
CA
257
Clearstead Advisors
Ohio
$41
Westfield Capital Management
258
Westfield Capital Management
Massachusetts
Norges Bank
259
Norges Bank
Norway
SAM
260
Silvercrest Asset Management
New York
Lord, Abbett & Co
261
Lord, Abbett & Co
New Jersey
FAM
262
Fred Alger Management
New York
Macquarie Group
263
Macquarie Group
Australia
EP
264
Edgestream Partners
New Jersey
Allianz Asset Management
265
Allianz Asset Management
Germany
SIMG
266
Stephens Investment Management Group
Texas
DILIC
267
Dai-ichi Life Insurance Company
Japan
HCA
268
Harbor Capital Advisors
Illinois
Principal Financial Group
269
Principal Financial Group
Iowa
SSA
270
Schonfeld Strategic Advisors
New York
State of New Jersey Common Pension Fund D
271
State of New Jersey Common Pension Fund D
New Jersey
Asset Management One
272
Asset Management One
Japan
DTL
273
Dynamic Technology Lab
Singapore
JCIA
274
Jackson Creek Investment Advisors
Colorado
OQS
275
Occudo Quantitative Strategies
Florida