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 %
FCM
176
Fieldview Capital Management
Michigan
$357K -$620K -12,009 -63%
CWM
177
CIBC World Markets
New York
$353K -$258K -4,999 -42%
Universal-Beteiligungs- und Servicegesellschaft
178
Universal-Beteiligungs- und Servicegesellschaft
Germany
$349K +$349K +6,758 New
FC
179
FORA Capital
Florida
$340K +$115K +2,232 +51%
KPWS
180
Kestra Private Wealth Services
Texas
$332K +$106K +2,053 +47%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$329K
MM
182
MQS Management
New York
$325K +$325K +6,291 New
CCIA
183
Campbell & Co Investment Adviser
Maryland
$325K +$325K +6,288 New
PS
184
Principal Securities
Iowa
$324K +$321K +6,209 +9,552%
Capstone Investment Advisors
185
Capstone Investment Advisors
New York
$322K +$322K +6,231 New
DS
186
DRW Securities
Illinois
$321K +$321K +6,222 New
CAU
187
Caxton Associates (UK)
$309K +$20K +388 +7%
ET
188
Entropy Technologies
New York
$303K +$303K +5,878 New
VA
189
Vident Advisory
Georgia
$302K -$41.1K -796 -12%
MF
190
Magnetar Financial
Illinois
$298K -$529K -10,257 -64%
AIP
191
Ameritas Investment Partners
Nebraska
$292K +$13.9K +269 +5%
Polen Capital Management
192
Polen Capital Management
Florida
$289K +$289K +5,595 New
N
193
Natixis
France
$282K -$34.5K -673 -11%
PA
194
PharVision Advisers
Florida
$259K +$259K +5,025 New
HT
195
Headlands Technologies
Illinois
$251K +$251K +4,863 New
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$251K +$30.1K +583 +14%
VWM
197
Venturi Wealth Management
Texas
$246K
SFS
198
Sowell Financial Services
Arkansas
$241K +$241K +4,666 New
FIM
199
Freedom Investment Management
Connecticut
$230K +$32.7K +634 +17%
X
200
Xponance
Pennsylvania
$224K +$5.06K +98 +2%