INTA icon

Intapp
INTA

Overview Fund Activity

267 hedge funds and large institutions have $4.1B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+11
Holders Change %
+4.3%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
51
Increased
93
Reduced
99
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$146M
2
Vanguard Group
Vanguard Group
Pennsylvania
$388M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$18.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.6M
5
Millennium Management
Millennium Management
New York
$23.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$91.7M
2
PIMC
Praesidium Investment Management Company
New York
$79.2M
3
GKIM
GW&K Investment Management
Massachusetts
$62.3M
4
Ameriprise
Ameriprise
Minnesota
$17.8M
5
UBS Group
UBS Group
Switzerland
$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
276
Virtus Investment Advisers
Connecticut
– -$467K -7,280 Closed
OR
277
Olympiad Research
Connecticut
– -$459K -7,168 Closed
SRL
278
Scientech Research LLC
New Jersey
– -$437K -6,825 Closed
BFG
279
Bleakley Financial Group
New Jersey
– -$413K -6,442 Closed
PCM
280
Prelude Capital Management
New York
– -$367K -5,734 Closed
OAM
281
Oppenheimer Asset Management
New York
– -$360K -5,616 Closed
GAM
282
Gotham Asset Management
New York
– -$316K -4,936 Closed
A
283
AlphaQuest
New York
– -$276K -4,310 Closed
AIM
284
Aigen Investment Management
New York
– -$263K -4,097 Closed
LOAMU
285
Lombard Odier Asset Management (USA)
New York
– -$232K -3,618 Closed
CIP
286
Cornerstone Investment Partners
Georgia
– -$218K -3,397 Closed
PTC
287
Petrus Trust Company
Texas
– -$217K -3,382 Closed
Mackenzie Financial
288
Mackenzie Financial
Ontario, Canada
– -$214K -3,333 Closed
LBWM
289
Left Brain Wealth Management
Illinois
– -$211K -3,300 Closed
CC
290
Corton Capital
Ontario, Canada
– -$202K -3,152 Closed
TSMHT
291
Thurston Springer Miller Herd & Titak
Indiana
– -$182K -2,841 Closed
PCM
292
Penserra Capital Management
California
– -$135K -2,114 Closed
AWM
293
Avior Wealth Management
Nebraska
– -$51.3K -801 Closed
CFGS
294
Concourse Financial Group Securities
Alabama
– -$22.5K -323 Closed
SAM
295
Synergy Asset Management
Washington
– -$4.78K -100 Closed
KIM
296
Kestra Investment Management
Texas
– -$2.44K -38 Closed
CMBA
297
C.M. Bidwell & Associates
Hawaii
– -$769 -12 Closed
BTD
298
BankPlus Trust Department
Mississippi
– -$385 -6 Closed
CAS
299
Coppell Advisory Solutions
Texas
– -$195 -3 Closed
National Bank of Canada
300
National Bank of Canada
Quebec, Canada
– -$64 -1 Closed
8 9 10 11
12