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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
LOAMU
176
Lombard Odier Asset Management (USA)
New York
$232K +$208K +3,618 New
CIP
177
Cornerstone Investment Partners
Georgia
$218K +$195K +3,397 New
MFG
178
Menard Financial Group
Texas
$217K +$194K +3,383 New
PTC
179
Petrus Trust Company
Texas
$217K -$84.2K -1,468 -30%
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$214K +$191K +3,333 New
LBWM
181
Left Brain Wealth Management
Illinois
$211K +$189K +3,300 New
CANY
182
Caxton Associates (New York)
New York
$205K +$184K +3,202 New
CC
183
Corton Capital
Ontario, Canada
$202K +$181K +3,152 New
SPIA
184
Steward Partners Investment Advisory
New York
$190K +$13.7K +239 +9%
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$182K +$163K +2,841 New
KBC Group
186
KBC Group
Belgium
$169K +$72.7K +1,268 +92%
DAM
187
Delta Asset Management
Tennessee
$167K
SG Americas Securities
188
SG Americas Securities
New York
$159K -$954K -16,627 -87%
AF
189
Allworth Financial
California
$147K +$120K +2,097 +11,650%
PCM
190
Penserra Capital Management
California
$135K -$87.1K -1,519 -42%
C
191
Covestor
United Kingdom
$133K -$19.3K -337 -14%
AAM
192
Advisors Asset Management
Colorado
$126K +$32.5K +567 +41%
AB
193
Amalgamated Bank
New York
$117K +$24.1K +420 +30%
AssetMark Inc
194
AssetMark Inc
California
$106K +$115 +2 +0.1%
OIAM
195
OFI Invest Asset Management
France
$102K +$94.6K +1,650 New
HNB
196
Huntington National Bank
Ohio
$94.5K +$29.4K +512 +53%
VFA
197
Virtus Fund Advisers
Connecticut
$93.2K +$2.87K +50 +4%
FMP
198
Financial Management Professionals
Texas
$75.6K -$401 -7 -0.6%
WSFS
199
Wilmington Savings Fund Society
Delaware
$68.1K -$16.2K -282 -21%
CA
200
CoreCap Advisors
Michigan
$63.8K +$57.1K +995 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.