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265 hedge funds and large institutions have $3.21B invested in Intapp in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $2.11M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $2.88B → $3.21B (+$330M)

2% more funds holding

Funds holding: 261265 (+4)

0.24% less ownership

Funds ownership: 85.84%85.6% (-0.24%)

Holders
265
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
53
Increased
102
Reduced
82
Closed
44
Calls
$5.67M
Puts
$2.11M
Net Calls
+$3.56M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
301
Quarry LP
New York
-$4.25K -104 Closed
PTC
302
Private Trust Company
Ohio
-$3.76K -92 Closed
MA
303
MCF Advisors
Kentucky
-$3.11K -76 Closed
PWMG
304
Private Wealth Management Group
New Jersey
-$1.76K -43 Closed
Bessemer Group
305
Bessemer Group
New Jersey
-$1K -33 Closed
STB
306
S&T Bank
Pennsylvania
-$1.1K -27 Closed
GEA
307
Glen Eagle Advisors
New Jersey
-$1.06K -26 Closed
AW
308
Avion Wealth
Texas
+$498 +12 New