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256 hedge funds and large institutions have $4.62B invested in Intapp in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

38% more capital invested

Capital invested by funds: $3.34B → $4.62B (+$1.28B)

22% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.31M

17% more funds holding

Funds holding: 218256 (+38)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.33% less ownership

Funds ownership: 93.45%93.12% (-0.33%)

Holders
256
Holders Change
+38
Holders Change %
+17.43%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
63
Increased
108
Reduced
64
Closed
21
Calls
$2.82M
Puts
$2.31M
Net Calls
+$510K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
Thoroughbred Financial Services
Tennessee
$387K +$346K +6,039 New
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$380K +$73K +1,272 +27%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$378K +$339K +5,903 New
PCM
154
Prelude Capital Management
New York
$367K -$1.65M -28,765 -83%
VF
155
Virtu Financial
New York
$363K -$405K -7,066 -55%
OAM
156
Oppenheimer Asset Management
New York
$360K -$560K -9,771 -64%
AIP
157
Ameritas Investment Partners
Nebraska
$358K +$92K +1,604 +40%
SOW
158
State of Wyoming
Wyoming
$349K +$102K +1,773 +48%
SA
159
Sanctuary Advisors
Indiana
$349K -$10.2K -177 -4%
Truist Financial
160
Truist Financial
North Carolina
$349K +$312K +5,442 New
FC
161
FORA Capital
Florida
$337K -$376K -6,562 -55%
CWM
162
CIBC World Markets
New York
$320K +$286K +4,990 New
GAM
163
Gotham Asset Management
New York
$316K -$52.4K -913 -16%
Creative Planning
164
Creative Planning
Kansas
$314K +$281K +4,906 New
VWM
165
Venturi Wealth Management
Texas
$305K +$273K +4,761 New
SAM
166
Shell Asset Management
Netherlands
$297K
OQS
167
Occudo Quantitative Strategies
Florida
$293K +$262K +4,564 New
Principal Financial Group
168
Principal Financial Group
Iowa
$291K +$260K +4,539 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$288K -$287 -5 -0.1%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$283K +$253K +4,410 New
A
171
AlphaQuest
New York
$276K +$182K +3,173 +279%
DT
172
Diversified Trust
Tennessee
$264K +$236K +4,116 New
AIM
173
Aigen Investment Management
New York
$263K +$235K +4,097 New
AI
174
Atria Investments
North Carolina
$262K +$235K +4,090 New
X
175
Xponance
Pennsylvania
$243K +$218K +3,796 New

INTA Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q4 2024, worth a combined $4.62B — up 38% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INTA positions and 21 closed out — a net gain of 42 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Invesco, adding an estimated $112M. The largest seller was Fidelity Investments, cutting an estimated $211M.

  • 256 institutional investors held Intapp (INTA) as of Q4 2024, up from 218 in Q3 2024.
  • Funds reported $4.62B of Intapp stock for Q4 2024, up 38% quarter-over-quarter.
  • 63 funds opened new Intapp positions in Q4 2024 and 21 closed out, a net change of +42 holders.
  • The largest Intapp buyer in Q4 2024 was Invesco, an estimated $112M added.
  • The largest Intapp seller in Q4 2024 was Fidelity Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.