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282 hedge funds and large institutions have $3.75B invested in Intapp in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $16M | Put options by funds: $2.47M

73% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 75

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

4% more funds holding

Funds holding: 270282 (+12)

0.36% more ownership

Funds ownership: 89.3%89.66% (+0.36%)

9% less capital invested

Capital invested by funds: $4.14B → $3.75B (-$392M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
282
Holders Change
+12
Holders Change %
+4.44%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
130
Reduced
75
Closed
30
Calls
$16M
Puts
$2.47M
Net Calls
+$13.5M
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
KG
276
Kilter Group
New York
$930 +$983 +18 New
SWM
277
Spire Wealth Management
Virginia
$929 +$983 +18 New
TFA
278
Toth Financial Advisory
Virginia
$775
PFBT
279
Parkside Financial Bank & Trust
Missouri
$517 -$546 -10 -50%
OP
280
ORG Partners
Indiana
$488
BIA
281
Bell Investment Advisors
California
$362
TPWA
282
Twin Peaks Wealth Advisors
California
$74 +$109 +2 New
RA
283
Royce & Associates
New York
-$4.11M -70,345 Closed
DFCM
284
Dark Forest Capital Management
Puerto Rico
-$3.79M -64,849 Closed
EI
285
EAM Investors
California
-$1.98M -33,896 Closed
SFI
286
Susquehanna Fundamental Investments
Pennsylvania
-$1.61M -27,644 Closed
CF
287
Corebridge Financial
Texas
-$1.53M -26,128 Closed
TC
288
TownSquare Capital
Utah
-$1.03M -17,723 Closed
DAS
289
Diversify Advisory Services
Utah
-$818K -15,000 Closed
HighTower Advisors
290
HighTower Advisors
Illinois
-$806K -13,808 Closed
TFS
291
Thoroughbred Financial Services
Tennessee
-$803K -13,768 Closed
OIAM
292
OFI Invest Asset Management
France
-$733K -13,560 Closed
MAG
293
MRA Advisory Group
New Jersey
-$523K -8,956 Closed
BAM
294
Bosun Asset Management
Illinois
-$378K -6,481 Closed
VCM
295
Voleon Capital Management
California
-$326K -5,584 Closed
MFG
296
Menard Financial Group
Texas
-$217K -3,798 Closed
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
-$208K -3,563 Closed
AIC
298
Archer Investment Corporation
Indiana
-$126K -2,165 Closed
CCM
299
Coldstream Capital Management
Washington
-$85.6K -1,466 Closed
BAMF
300
BI Asset Management Fondsmaeglerselskab
Denmark
-$36K -623 Closed

INTA Hedge Fund Activity: Q2 2025 in Review

282 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q2 2025, worth a combined $3.75B — down 9.5% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new INTA positions and 30 closed out — a net gain of 13 holders — while 130 added to existing stakes and 75 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $40.9M. The largest seller was Invesco, cutting an estimated $34M.

  • 282 institutional investors held Intapp (INTA) as of Q2 2025, up from 270 in Q1 2025.
  • Funds reported $3.75B of Intapp stock for Q2 2025, down 9.5% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q2 2025 and 30 closed out, a net change of +13 holders.
  • The largest Intapp buyer in Q2 2025 was Westfield Capital Management, an estimated $40.9M added.
  • The largest Intapp seller in Q2 2025 was Invesco, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2025.