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
SFI
101
Susquehanna Fundamental Investments
Pennsylvania
$1.61M
CF
102
Corebridge Financial
Texas
$1.53M
Corient Private Wealth
103
Corient Private Wealth
Florida
$1.44M
RWM
104
Rezny Wealth Management
Florida
$1.41M
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$1.36M
JCIA
106
Jackson Creek Investment Advisors
Colorado
$1.36M
SCM
107
Sterling Capital Management
North Carolina
$1.28M
Comerica Bank
108
Comerica Bank
Texas
$1.24M
Amundi
109
Amundi
France
$1.23M
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$1.22M
LPL Financial
111
LPL Financial
California
$1.2M
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M
FCM
113
Fieldview Capital Management
Michigan
$1.1M
TC
114
TownSquare Capital
Utah
$1.03M
SO
115
STRS Ohio
Ohio
$1.02M
MF
116
Magnetar Financial
Illinois
$936K
FRM
117
Fox Run Management
Connecticut
$924K
JFG
118
Jefferies Financial Group
New York
$924K
ASRS
119
Arizona State Retirement System
Arizona
$905K
KeyBank National Association
120
KeyBank National Association
Ohio
$873K
HWAM
121
Hennion & Walsh Asset Management
New Jersey
$867K
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$864K
TC
123
Truvestments Capital
Florida
$857K
Natixis Advisors
124
Natixis Advisors
Massachusetts
$829K
Creative Planning
125
Creative Planning
Kansas
$818K