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282 hedge funds and large institutions have $3.75B invested in Intapp in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $16M | Put options by funds: $2.47M

73% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 75

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

4% more funds holding

Funds holding: 270282 (+12)

0.36% more ownership

Funds ownership: 89.3%89.66% (+0.36%)

9% less capital invested

Capital invested by funds: $4.14B → $3.75B (-$392M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
282
Holders Change
+12
Holders Change %
+4.44%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
130
Reduced
75
Closed
30
Calls
$16M
Puts
$2.47M
Net Calls
+$13.5M
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
176
HSBC Holdings
United Kingdom
$371K -$40.9K -748 -9%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$364K +$62.4K +1,142 +19%
FCM
178
Fieldview Capital Management
Michigan
$357K -$656K -12,009 -63%
CWM
179
CIBC World Markets
New York
$353K -$273K -4,999 -42%
Universal-Beteiligungs- und Servicegesellschaft
180
Universal-Beteiligungs- und Servicegesellschaft
Germany
$349K +$369K +6,758 New
FC
181
FORA Capital
Florida
$340K +$122K +2,232 +51%
KPWS
182
Kestra Private Wealth Services
Texas
$332K +$112K +2,053 +47%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$329K
MM
184
MQS Management
New York
$325K +$344K +6,291 New
CCIA
185
Campbell & Co Investment Adviser
Maryland
$325K +$343K +6,288 New
PS
186
Principal Securities
Iowa
$324K +$339K +6,209 +9,552%
Capstone Investment Advisors
187
Capstone Investment Advisors
New York
$322K +$340K +6,231 New
DS
188
DRW Securities
Illinois
$321K +$340K +6,222 New
CAU
189
Caxton Associates (UK)
$309K +$21.2K +388 +7%
ET
190
Entropy Technologies
New York
$303K +$321K +5,878 New
VA
191
Vident Advisory
Georgia
$302K -$43.5K -796 -12%
MF
192
Magnetar Financial
Illinois
$298K -$560K -10,257 -64%
AIP
193
Ameritas Investment Partners
Nebraska
$292K +$14.7K +269 +5%
Polen Capital Management
194
Polen Capital Management
Florida
$289K +$306K +5,595 New
N
195
Natixis
France
$282K -$36.8K -673 -11%
SA
196
Sanctuary Advisors
Indiana
$276K +$22.8K +417 +8%
PA
197
PharVision Advisers
Florida
$259K +$274K +5,025 New
HT
198
Headlands Technologies
Illinois
$251K +$266K +4,863 New
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$251K +$31.8K +583 +14%
VWM
200
Venturi Wealth Management
Texas
$246K

INTA Hedge Fund Activity: Q2 2025 in Review

282 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q2 2025, worth a combined $3.75B — down 9.5% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new INTA positions and 30 closed out — a net gain of 13 holders — while 130 added to existing stakes and 75 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $40.9M. The largest seller was Invesco, cutting an estimated $34M.

  • 282 institutional investors held Intapp (INTA) as of Q2 2025, up from 270 in Q1 2025.
  • Funds reported $3.75B of Intapp stock for Q2 2025, down 9.5% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q2 2025 and 30 closed out, a net change of +13 holders.
  • The largest Intapp buyer in Q2 2025 was Westfield Capital Management, an estimated $40.9M added.
  • The largest Intapp seller in Q2 2025 was Invesco, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2025.