257 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 61 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

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

33% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 61

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$2.77M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$225K
KAS
177
Kestra Advisory Services
Texas
$222K
ECM
178
ExodusPoint Capital Management
New York
$221K
Russell Investments Group
179
Russell Investments Group
United Kingdom
$209K
A
180
AlphaQuest
New York
$203K
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$199K
AIP
182
Ameritas Investment Partners
Nebraska
$193K
FDP
183
Financiere des Professionnels
Quebec, Canada
$185K
Point72 Asset Management
184
Point72 Asset Management
Connecticut
$178K
SOADOR
185
State of Alaska Department of Revenue
Alaska
$174K
TRCT
186
Tower Research Capital (TRC)
New York
$153K
Simplex Trading
187
Simplex Trading
Illinois
$140K
SPIA
188
Steward Partners Investment Advisory
New York
$120K
DAM
189
Delta Asset Management
Tennessee
$106K
Federated Hermes
190
Federated Hermes
Pennsylvania
$102K
C
191
Covestor
United Kingdom
$99K
Royal Bank of Canada
192
Royal Bank of Canada
Ontario, Canada
$91K
AF
193
Allworth Financial
California
$90.2K
AB
194
Amalgamated Bank
New York
$75K
AssetMark Inc
195
AssetMark Inc
California
$72.2K
AAM
196
Advisors Asset Management
Colorado
$69.8K
NICM
197
Neo Ivy Capital Management
New York
$68K
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$66K
ASN
199
Advisory Services Network
Georgia
$65.6K
SAM
200
Shell Asset Management
Netherlands
$63K