266 hedge funds and large institutions have $4.1B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 99

4.65% less ownership

Funds ownership: 93.12%88.47% (-4.7%)

11% less capital invested

Capital invested by funds: $4.62B → $4.1B (-$518M)

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.9M
Puts
$3.96M
Net Calls
Net Calls Change

Top Sellers

1 -$116M
2 -$25.7M
3 -$18.9M
4
Ameriprise
Ameriprise
Minnesota
-$17M
5
UBS Group
UBS Group
Switzerland
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
Royce & Associates
New York
$4.11M
Raymond James Financial
77
Raymond James Financial
Florida
$3.91M
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.82M
DFCM
79
Dark Forest Capital Management
Puerto Rico
$3.79M
Squarepoint
80
Squarepoint
New York
$3.75M
Victory Capital Management
81
Victory Capital Management
Texas
$3.68M
Legal & General Group
82
Legal & General Group
United Kingdom
$3.58M
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$3.13M
SEI Investments
84
SEI Investments
Pennsylvania
$3.13M
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$2.66M
Citigroup
86
Citigroup
New York
$2.63M
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$2.62M
KCM
88
Kennedy Capital Management
Missouri
$2.51M
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$2.39M
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$2.08M
Lazard Asset Management
91
Lazard Asset Management
New York
$2.04M
EI
92
EAM Investors
California
$1.98M
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.97M
IIM
94
INTECH Investment Management
Florida
$1.87M
TD Asset Management
95
TD Asset Management
Ontario, Canada
$1.86M
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$1.85M
MIM
97
MetLife Investment Management
New Jersey
$1.85M
AQR Capital Management
98
AQR Capital Management
Connecticut
$1.81M
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$1.71M
Verition Fund Management
100
Verition Fund Management
Connecticut
$1.66M