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261 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $2.77M

32% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 84

3.82% less ownership

Funds ownership: 89.66%85.84% (-3.8%)

7% less funds holding

Funds holding: 282261 (-21)

23% less capital invested

Capital invested by funds: $3.75B → $2.88B (-$864M)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
261
Holders Change
-21
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
43
Increased
111
Reduced
84
Closed
62
Calls
$7.96M
Puts
$2.77M
Net Calls
+$5.19M
Net Calls Change
-$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$232K +$35.3K +816 +17%
SA
177
Sanctuary Advisors
Indiana
$225K +$7.22K +167 +3%
KAS
178
Kestra Advisory Services
Texas
$222K +$235K +5,436 New
ECM
179
ExodusPoint Capital Management
New York
$221K +$233K +5,392 New
Russell Investments Group
180
Russell Investments Group
United Kingdom
$209K +$141K +3,261 +176%
A
181
AlphaQuest
New York
$203K -$115K -2,666 -35%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$199K +$211K +4,876 New
AIP
183
Ameritas Investment Partners
Nebraska
$193K -$40.6K -939 -17%
FDP
184
Financiere des Professionnels
Quebec, Canada
$185K +$84.9K +1,965 +77%
Point72 Asset Management
185
Point72 Asset Management
Connecticut
$178K +$188K +4,344 New
SOADOR
186
State of Alaska Department of Revenue
Alaska
$174K +$184K +4,258 New
TRCT
187
Tower Research Capital (TRC)
New York
$153K -$196K -4,544 -55%
Simplex Trading
188
Simplex Trading
Illinois
$140K +$4.63K +107 +3%
SPIA
189
Steward Partners Investment Advisory
New York
$120K +$18K +416 +17%
DAM
190
Delta Asset Management
Tennessee
$106K
Federated Hermes
191
Federated Hermes
Pennsylvania
$102K -$7.61M -176,055 -99%
C
192
Covestor
United Kingdom
$99K +$30.8K +713 +42%
Royal Bank of Canada
193
Royal Bank of Canada
Ontario, Canada
$91K -$246K -5,680 -72%
AF
194
Allworth Financial
California
$90.2K +$3.54K +82 +4%
KBC Group
195
KBC Group
Belgium
$81K
AB
196
Amalgamated Bank
New York
$75K
AssetMark Inc
197
AssetMark Inc
California
$72.2K +$19K +440 +33%
AAM
198
Advisors Asset Management
Colorado
$69.8K +$130 +3 +0.2%
NICM
199
Neo Ivy Capital Management
New York
$68K -$4.02K -93 -5%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$66K +$30.3K +702 +78%

INTA Hedge Fund Activity: Q3 2025 in Review

261 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q3 2025, worth a combined $2.88B — down 23% from $3.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of INTA and 43 opened new positions — a net loss of 19 holders — while 84 trimmed existing stakes and 111 added.

The largest buyer was Wellington Management Group, adding an estimated $48.2M. The largest seller was Invesco, cutting an estimated $61.7M.

  • 261 institutional investors held Intapp (INTA) as of Q3 2025, down from 282 in Q2 2025.
  • Funds reported $2.88B of Intapp stock for Q3 2025, down 23% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q3 2025 and 62 closed out, a net change of -19 holders.
  • The largest Intapp buyer in Q3 2025 was Wellington Management Group, an estimated $48.2M added.
  • The largest Intapp seller in Q3 2025 was Invesco, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2025.