280 hedge funds and large institutions have $3.75B invested in Intapp in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
45
Increased
126
Reduced
76
Closed
31
Calls
$16M
Puts
$2.47M
Net Calls
+$13.5M
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$586K -$147K -2,844 -20%
BEI
152
Benjamin Edwards Inc
Missouri
$579K +$579K +11,212 New
AIM
153
Aigen Investment Management
New York
$575K +$575K +11,131 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$546K +$248K +4,804 +83%
PAS
155
Park Avenue Securities
New York
$499K +$499K +9,668 New
Creative Planning
156
Creative Planning
Kansas
$495K -$229K -4,438 -32%
OA
157
Oak Associates
Ohio
$490K +$490K +9,498 New
FT
158
Fiduciary Trust
Massachusetts
$466K
AG
159
Algert Global
California
$457K
TRCT
160
Tower Research Capital (TRC)
New York
$428K +$378K +7,330 +766%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$423K -$88.1K -1,706 -17%
BHCM
162
Brevan Howard Capital Management
Jersey
$419K +$419K +8,123 New
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$412K +$412K +7,972 New
AI
164
Atria Investments
North Carolina
$411K +$66.7K +1,293 +19%
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$408K -$186K -3,605 -31%
DIM
166
DC Investments Management
Virginia
$404K
DT
167
Diversified Trust
Tennessee
$403K +$21.1K +409 +6%
CMF
168
Counterpoint Mutual Funds
California
$402K +$402K +7,782 New
A
169
AlphaQuest
New York
$393K +$393K +7,621 New
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$391K +$132K +2,555 +51%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$385K -$12.4K -240 -3%
VF
172
Virtu Financial
New York
$378K +$187K +3,615 +98%
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
$372K
HSBC Holdings
174
HSBC Holdings
United Kingdom
$371K -$38.3K -748 -9%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$364K +$59K +1,142 +19%