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270 hedge funds and large institutions have $4.14B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $3.96M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

5% more funds holding

Funds holding: 256270 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

3.82% less ownership

Funds ownership: 93.12%89.3% (-3.8%)

10% less capital invested

Capital invested by funds: $4.62B → $4.14B (-$480M)

Holders
270
Holders Change
+14
Holders Change %
+5.47%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
94
Reduced
101
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
276
Bayesian Capital Management
New York
-$869K -13,558 Closed
HCA
277
Harbor Capital Advisors
Illinois
-$808K -12,600 Closed
YMRC
278
Yorktown Management & Research Company
Virginia
-$532K -8,300 Closed
VIA
279
Virtus Investment Advisers
Connecticut
-$467K -7,280 Closed
OR
280
Olympiad Research
Connecticut
-$459K -7,168 Closed
SRL
281
Scientech Research LLC
New Jersey
-$437K -6,825 Closed
BFG
282
Bleakley Financial Group
New Jersey
-$413K -6,442 Closed
PCM
283
Prelude Capital Management
New York
-$367K -5,734 Closed
OAM
284
Oppenheimer Asset Management
New York
-$360K -5,616 Closed
GAM
285
Gotham Asset Management
New York
-$316K -4,936 Closed
A
286
AlphaQuest
New York
-$276K -4,310 Closed
AIM
287
Aigen Investment Management
New York
-$263K -4,097 Closed
LOAMU
288
Lombard Odier Asset Management (USA)
New York
-$232K -3,618 Closed
CIP
289
Cornerstone Investment Partners
Georgia
-$218K -3,397 Closed
PTC
290
Petrus Trust Company
Texas
-$217K -3,382 Closed
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
-$214K -3,333 Closed
LBWM
292
Left Brain Wealth Management
Illinois
-$211K -3,300 Closed
CC
293
Corton Capital
Ontario, Canada
-$202K -3,152 Closed
TSMHT
294
Thurston Springer Miller Herd & Titak
Indiana
-$182K -2,841 Closed
PCM
295
Penserra Capital Management
California
-$135K -2,114 Closed
AWM
296
Avior Wealth Management
Nebraska
-$51.3K -801 Closed
CFGS
297
Concourse Financial Group Securities
Alabama
-$22.5K -323 Closed
SAM
298
Synergy Asset Management
Washington
-$4.78K -100 Closed
KIM
299
Kestra Investment Management
Texas
-$2.44K -38 Closed
CMBA
300
C.M. Bidwell & Associates
Hawaii
-$769 -12 Closed

INTA Hedge Fund Activity: Q1 2025 in Review

270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2025, worth a combined $4.14B — down 10% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new INTA positions and 34 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Capital World Investors, adding an estimated $53.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $131M.

  • 270 institutional investors held Intapp (INTA) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $4.14B of Intapp stock for Q1 2025, down 10% quarter-over-quarter.
  • 51 funds opened new Intapp positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Intapp buyer in Q1 2025 was Capital World Investors, an estimated $53.1M added.
  • The largest Intapp seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.