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270 hedge funds and large institutions have $4.14B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $3.96M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

5% more funds holding

Funds holding: 256270 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

3.82% less ownership

Funds ownership: 93.12%89.3% (-3.8%)

10% less capital invested

Capital invested by funds: $4.62B → $4.14B (-$480M)

Holders
270
Holders Change
+14
Holders Change %
+5.47%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
94
Reduced
101
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$818K +$601K +9,112 +186%
DAS
127
Diversify Advisory Services
Utah
$818K +$989K +15,000 New
HighTower Advisors
128
HighTower Advisors
Illinois
$806K -$1.06M -16,153 -54%
TFS
129
Thoroughbred Financial Services
Tennessee
$803K +$509K +7,729 +128%
Stifel Financial
130
Stifel Financial
Missouri
$760K +$19.4K +294 +2%
JF
131
Jump Financial
Illinois
$756K +$854K +12,955 New
MML Investors Services
132
MML Investors Services
Massachusetts
$755K +$853K +12,936 New
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$747K
OIAM
134
OFI Invest Asset Management
France
$733K +$785K +11,910 +722%
VI
135
Versor Investments
New York
$709K +$800K +12,142 New
CB
136
Commerce Bank
Missouri
$701K -$204K -3,088 -20%
CWM
137
CIBC World Markets
New York
$691K +$451K +6,844 +137%
PFSRSONJ
138
Police & Firemen's Retirement System of New Jersey
New Jersey
$685K +$26.2K +398 +4%
ProShare Advisors
139
ProShare Advisors
Maryland
$674K -$229K -3,474 -23%
MCC
140
Malaga Cove Capital
California
$674K
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$672K -$700K -10,617 -48%
EMPI
142
Elo Mutual Pension Insurance
Finland
$656K +$741K +11,245 New
KK
143
KLP Kapitalforvaltning
Norway
$613K
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$588K +$229K +3,468 +54%
GCM
145
Graham Capital Management
Connecticut
$584K -$54.5K -827 -8%
HFM
146
Harvest Fund Management
China
$582K +$9.16K +139 +1%
FT
147
Fiduciary Trust
Massachusetts
$527K +$595K +9,026 New
SSA
148
Schonfeld Strategic Advisors
New York
$526K -$12.5K -189 -2%
MAG
149
MRA Advisory Group
New Jersey
$523K +$590K +8,956 New
VEA
150
Virtus ETF Advisers
New York
$521K +$589K +8,928 New

INTA Hedge Fund Activity: Q1 2025 in Review

270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2025, worth a combined $4.14B — down 10% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new INTA positions and 34 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Capital World Investors, adding an estimated $53.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $131M.

  • 270 institutional investors held Intapp (INTA) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $4.14B of Intapp stock for Q1 2025, down 10% quarter-over-quarter.
  • 51 funds opened new Intapp positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Intapp buyer in Q1 2025 was Capital World Investors, an estimated $53.1M added.
  • The largest Intapp seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.