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 30 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.21% more ownership

Funds ownership: 88.47%89.68% (+1.2%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$352M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16M
Puts
$2.47M
Net Calls
Net Calls Change

Top Buyers

1 +$38.7M
2 +$23M
3 +$13.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.5M
5
Macquarie Group
Macquarie Group
Australia
+$10M

Top Sellers

1 -$32.1M
2 -$20.6M
3 -$16.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
151
Natixis Advisors
Massachusetts
$586K
BEI
152
Benjamin Edwards Inc
Missouri
$579K
AIM
153
Aigen Investment Management
New York
$575K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$546K
PAS
155
Park Avenue Securities
New York
$499K
Creative Planning
156
Creative Planning
Kansas
$495K
OA
157
Oak Associates
Ohio
$490K
FT
158
Fiduciary Trust
Massachusetts
$466K
AG
159
Algert Global
California
$457K
TRCT
160
Tower Research Capital (TRC)
New York
$428K
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$423K
BHCM
162
Brevan Howard Capital Management
Jersey
$419K
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$412K
AI
164
Atria Investments
North Carolina
$411K
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$408K
DIM
166
DC Investments Management
Virginia
$404K
DT
167
Diversified Trust
Tennessee
$403K
CMF
168
Counterpoint Mutual Funds
California
$402K
A
169
AlphaQuest
New York
$393K
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$391K
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$385K
VF
172
Virtu Financial
New York
$378K
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
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$364K