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270 hedge funds and large institutions have $4.14B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $3.96M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

5% more funds holding

Funds holding: 256270 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

3.82% less ownership

Funds ownership: 93.12%89.3% (-3.8%)

10% less capital invested

Capital invested by funds: $4.62B → $4.14B (-$480M)

Holders
270
Holders Change
+14
Holders Change %
+5.47%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
94
Reduced
101
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$288K +$7.45K +113 +2%
VWM
177
Venturi Wealth Management
Texas
$278K
OAM
178
OP Asset Management
$274K +$309K +4,689 New
SAM
179
Shell Asset Management
Netherlands
$263K -$8.3K -126 -3%
KPWS
180
Kestra Private Wealth Services
Texas
$256K +$289K +4,377 New
FC
181
FORA Capital
Florida
$254K -$60.2K -914 -17%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$250K -$110K -1,662 -28%
Principal Financial Group
183
Principal Financial Group
Iowa
$249K -$18.3K -277 -6%
X
184
Xponance
Pennsylvania
$248K +$29.7K +450 +12%
SOW
185
State of Wyoming
Wyoming
$225K -$105K -1,595 -29%
FIM
186
Freedom Investment Management
Connecticut
$223K +$252K +3,824 New
MFG
187
Menard Financial Group
Texas
$217K +$27.4K +415 +12%
VF
188
Virtu Financial
New York
$216K -$130K -1,972 -35%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$208K -$61.2K -929 -21%
Simplex Trading
190
Simplex Trading
Illinois
$185K +$145K +2,199 +223%
Osaic Holdings
191
Osaic Holdings
Arizona
$167K -$2.05M -31,123 -92%
KBC Group
192
KBC Group
Belgium
$154K -$461 -7 -0.3%
DAM
193
Delta Asset Management
Tennessee
$152K
SPIA
194
Steward Partners Investment Advisory
New York
$146K -$30.1K -456 -15%
HNB
195
Huntington National Bank
Ohio
$132K +$51.9K +787 +53%
AIC
196
Archer Investment Corporation
Indiana
$126K +$143K +2,165 New
AF
197
Allworth Financial
California
$116K +$1.71K +26 +1%
AAM
198
Advisors Asset Management
Colorado
$116K +$1.58K +24 +1%
C
199
Covestor
United Kingdom
$115K -$7.65K -116 -6%
AB
200
Amalgamated Bank
New York
$107K +$395 +6 +0.3%

INTA Hedge Fund Activity: Q1 2025 in Review

270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2025, worth a combined $4.14B — down 10% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new INTA positions and 34 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Capital World Investors, adding an estimated $53.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $131M.

  • 270 institutional investors held Intapp (INTA) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $4.14B of Intapp stock for Q1 2025, down 10% quarter-over-quarter.
  • 51 funds opened new Intapp positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Intapp buyer in Q1 2025 was Capital World Investors, an estimated $53.1M added.
  • The largest Intapp seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.