281 hedge funds and large institutions have $3.75B invested in Intapp in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 76 reducing their positions, and 30 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.18% more ownership

Funds ownership: 88.47%89.65% (+1.2%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$354M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16M
Puts
$2.47M
Net Calls
Net Calls Change

Top Buyers

1 +$38.7M
2 +$23M
3 +$13.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.5M
5
Macquarie Group
Macquarie Group
Australia
+$10M

Top Sellers

1 -$32.1M
2 -$20.6M
3 -$16.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$929
TFA
277
Toth Financial Advisory
Virginia
$775
PFBT
278
Parkside Financial Bank & Trust
Missouri
$517
OP
279
ORG Partners
Indiana
$488
BIA
280
Bell Investment Advisors
California
$362
TPWA
281
Twin Peaks Wealth Advisors
California
$74
RA
282
Royce & Associates
New York
DFCM
283
Dark Forest Capital Management
Puerto Rico
EI
284
EAM Investors
California
SFI
285
Susquehanna Fundamental Investments
Pennsylvania
CF
286
Corebridge Financial
Texas
TC
287
TownSquare Capital
Utah
DAS
288
Diversify Advisory Services
Utah
HighTower Advisors
289
HighTower Advisors
Illinois
TFS
290
Thoroughbred Financial Services
Tennessee
OIAM
291
OFI Invest Asset Management
France
MAG
292
MRA Advisory Group
New Jersey
BAM
293
Bosun Asset Management
Illinois
VCM
294
Voleon Capital Management
California
MFG
295
Menard Financial Group
Texas
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
AIC
297
Archer Investment Corporation
Indiana
CCM
298
Coldstream Capital Management
Washington
BAMF
299
BI Asset Management Fondsmaeglerselskab
Denmark
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin