255 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

Capital invested by funds: $3.75B → $2.88B (-$864M)

33% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 61

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$2.77M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
151
Virtus ETF Advisers
New York
$365K
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$360K
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$350K
FRM
154
Fox Run Management
Connecticut
$348K
AI
155
Atria Investments
North Carolina
$345K
DT
156
Diversified Trust
Tennessee
$343K
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$341K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$334K
FGP
159
Freestone Grove Partners
California
$331K
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$325K
DIM
161
DC Investments Management
Virginia
$320K
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$319K
PS
163
Principal Securities
Iowa
$312K
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$294K
AIM
165
Aigen Investment Management
New York
$276K
SFS
166
Sowell Financial Services
Arkansas
$265K
XT
167
XTX Topco
Cayman Islands
$261K
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$261K
PCS
169
Personal CFO Solutions
New Jersey
$257K
CCIA
170
Campbell & Co Investment Adviser
Maryland
$256K
CBU
171
CIBC Bancorp USA
Illinois
$247K
SPA
172
Sherbrooke Park Advisers
New York
$243K
VA
173
Vident Advisory
Georgia
$238K
QT
174
Quantbot Technologies
New York
$233K
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$232K