281 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, 127 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.18% more ownership

Funds ownership: 88.47%89.65% (+1.2%)

9% less capital invested

Capital invested by funds: $4.1B → $3.75B (-$354M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16M
Puts
$2.47M
Net Calls
Net Calls Change

Top Buyers

1 +$38.7M
2 +$23M
3 +$13.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.5M
5
Macquarie Group
Macquarie Group
Australia
+$10M

Top Sellers

1 -$32.1M
2 -$20.6M
3 -$16.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
176
Fieldview Capital Management
Michigan
$357K
CWM
177
CIBC World Markets
New York
$353K
Universal-Beteiligungs- und Servicegesellschaft
178
Universal-Beteiligungs- und Servicegesellschaft
Germany
$349K
FC
179
FORA Capital
Florida
$340K
KPWS
180
Kestra Private Wealth Services
Texas
$332K
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$329K
MM
182
MQS Management
New York
$325K
CCIA
183
Campbell & Co Investment Adviser
Maryland
$325K
PS
184
Principal Securities
Iowa
$324K
Capstone Investment Advisors
185
Capstone Investment Advisors
New York
$322K
DS
186
DRW Securities
Illinois
$321K
CAU
187
Caxton Associates (UK)
$309K
ET
188
Entropy Technologies
New York
$303K
VA
189
Vident Advisory
Georgia
$302K
MF
190
Magnetar Financial
Illinois
$298K
AIP
191
Ameritas Investment Partners
Nebraska
$292K
Polen Capital Management
192
Polen Capital Management
Florida
$289K
N
193
Natixis
France
$282K
SA
194
Sanctuary Advisors
Indiana
$276K
PA
195
PharVision Advisers
Florida
$259K
HT
196
Headlands Technologies
Illinois
$251K
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$251K
VWM
198
Venturi Wealth Management
Texas
$246K
SFS
199
Sowell Financial Services
Arkansas
$241K
FIM
200
Freedom Investment Management
Connecticut
$230K