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Intapp
INTA

Overview Fund Activity

267 hedge funds and large institutions have $4.1B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+11
Holders Change %
+4.3%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
51
Increased
93
Reduced
99
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$146M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$388M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$18.6M
5
Millennium Management
5
Millennium Management
New York
$23.8M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$91.7M
2
PIMC
2
Praesidium Investment Management Company
New York
$79.2M
3
GKIM
3
GW&K Investment Management
Massachusetts
$62.3M
4
Ameriprise
4
Ameriprise
Minnesota
$17.8M
5
UBS Group
5
UBS Group
Switzerland
$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
176
Kestra Private Wealth Services
Texas
$256K +$256K +4,377 New
FC
177
FORA Capital
Florida
$254K -$53.4K -914 -17%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$250K -$97K -1,662 -28%
Principal Financial Group
179
Principal Financial Group
Iowa
$249K -$16.2K -277 -6%
X
180
Xponance
Pennsylvania
$248K +$26.3K +450 +12%
SOW
181
State of Wyoming
Wyoming
$225K -$93.1K -1,595 -29%
FIM
182
Freedom Investment Management
Connecticut
$223K +$223K +3,824 New
MFG
183
Menard Financial Group
Texas
$217K +$23.7K +415 +12%
VF
184
Virtu Financial
New York
$216K -$115K -1,972 -35%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$208K -$54.2K -929 -21%
Simplex Trading
186
Simplex Trading
Illinois
$185K +$128K +2,199 +223%
Osaic Holdings
187
Osaic Holdings
Arizona
$167K -$1.82M -31,123 -92%
KBC Group
188
KBC Group
Belgium
$154K -$409 -7 -0.3%
DAM
189
Delta Asset Management
Tennessee
$152K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$146K -$26.6K -456 -15%
HNB
191
Huntington National Bank
Ohio
$132K +$45.9K +787 +53%
AIC
192
Archer Investment Corporation
Indiana
$126K +$126K +2,165 New
AF
193
Allworth Financial
California
$116K +$1.41K +26 +1%
AAM
194
Advisors Asset Management
Colorado
$116K +$1.4K +24 +1%
C
195
Covestor
United Kingdom
$115K -$6.79K -116 -6%
AB
196
Amalgamated Bank
New York
$107K +$352 +6 +0.3%
Walleye Trading
197
Walleye Trading
New York
$94K +$94K +1,610 New
CCM
198
Coldstream Capital Management
Washington
$85.6K +$85.6K +1,466 New
AssetMark Inc
199
AssetMark Inc
California
$77.5K -$19K -325 -20%
WSFS
200
Wilmington Savings Fund Society
Delaware
$65.6K +$3.56K +61 +6%
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8
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