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265 hedge funds and large institutions have $3.21B invested in Intapp in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $2.11M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $2.88B → $3.21B (+$330M)

2% more funds holding

Funds holding: 261265 (+4)

0.24% less ownership

Funds ownership: 85.84%85.6% (-0.24%)

Holders
265
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
53
Increased
102
Reduced
82
Closed
44
Calls
$5.67M
Puts
$2.11M
Net Calls
+$3.56M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
176
State of Alaska Department of Revenue
Alaska
$195K
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$192K +$31.9K +770 +16%
DAM
178
Delta Asset Management
Tennessee
$119K
AF
179
Allworth Financial
California
$117K +$14.5K +349 +16%
SPIA
180
Steward Partners Investment Advisory
New York
$116K -$16K -385 -13%
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$112K +$7.96K +192 +9%
TRCT
182
Tower Research Capital (TRC)
New York
$102K -$63.1K -1,521 -41%
KBC Group
183
KBC Group
Belgium
$91K
AB
184
Amalgamated Bank
New York
$82K -$1.24K -30 -2%
C
185
Covestor
United Kingdom
$79K -$28.3K -683 -28%
AAM
186
Advisors Asset Management
Colorado
$77K -$1.08K -26 -2%
SOW
187
State of Wyoming
Wyoming
$73.2K +$28.5K +688 +76%
AssetMark Inc
188
AssetMark Inc
California
$64.8K -$14.5K -350 -20%
Federated Hermes
189
Federated Hermes
Pennsylvania
$63.4K -$46.2K -1,113 -45%
Loomis, Sayles & Company
190
Loomis, Sayles & Company
Massachusetts
$62.3K -$15.3M -368,317 -100%
Group One Trading
191
Group One Trading
Illinois
$60.2K -$7.59K -183 -12%
Simplex Trading
192
Simplex Trading
Illinois
$57.8K -$90.4K -2,180 -63%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.3K +$39.4K +950 +913%
FHC
194
First Horizon Corporation
Tennessee
$44.1K +$39.9K +963 New
HNB
195
Huntington National Bank
Ohio
$40.8K -$332 -8 -0.9%
Walleye Trading
196
Walleye Trading
New York
$38.3K +$34.7K +836 New
A
197
AlphaQuest
New York
$29.3K -$179K -4,316 -87%
SFG
198
Strive Financial Group
Indiana
$28.3K +$25.6K +617 New
TFA
199
Transamerica Financial Advisors
Florida
$27.9K +$3.77K +91 +18%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$26.9K -$3.73K -90 -13%