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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
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$2.59M +$2.35M +56,582 New
Squarepoint
77
Squarepoint
New York
$2.5M +$232K +5,588 +11%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$2.47M -$913 -22 -0%
JRP
79
Jasper Ridge Partners
California
$2.44M -$1.52M -36,685 -41%
Invesco
80
Invesco
Georgia
$2.22M -$169K -4,070 -8%
HT
81
Headlands Technologies
Illinois
$2.2M +$76.8K +1,851 +4%
GIPM
82
G2 Investment Partners Management
New York
$2.2M +$1.99M +48,000 New
Lazard Asset Management
83
Lazard Asset Management
New York
$2.06M +$280K +6,742 +18%
LPL Financial
84
LPL Financial
California
$2.04M +$404K +9,735 +28%
Truist Financial
85
Truist Financial
North Carolina
$1.85M +$177K +4,273 +12%
First Trust Advisors
86
First Trust Advisors
Illinois
$1.85M +$289K +6,961 +21%
KOCAA
87
Knights of Columbus Asset Advisors
Connecticut
$1.74M +$569K +13,726 +57%
Ameriprise
88
Ameriprise
Minnesota
$1.72M +$166 +4 +0%
Raymond James Financial
89
Raymond James Financial
Florida
$1.68M -$135K -3,252 -8%
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$1.66M -$3.1M -74,617 -67%
Creative Planning
91
Creative Planning
Kansas
$1.6M +$987K +23,791 +214%
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.58M +$94.9K +2,289 +7%
Verition Fund Management
93
Verition Fund Management
Connecticut
$1.54M -$952K -22,953 -41%
Citigroup
94
Citigroup
New York
$1.51M +$792K +19,098 +138%
LFAS
95
Level Four Advisory Services
Texas
$1.5M -$359K -8,666 -21%
IIM
96
INTECH Investment Management
Florida
$1.48M +$127K +3,066 +10%
MIM
97
MetLife Investment Management
New Jersey
$1.47M -$50.4K -1,216 -4%
Jane Street
98
Jane Street
New York
$1.41M -$82.2K -1,982 -6%
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$1.38M +$766K +18,478 +105%
RWM
100
Rezny Wealth Management
Florida
$1.38M +$29.3K +707 +2%