255 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, 109 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
255
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
PE
201
Point72 Europe
United Kingdom
$56.5K
SOW
202
State of Wyoming
Wyoming
$37.2K
HNB
203
Huntington National Bank
Ohio
$36.8K
PHK
204
Point72 Hong Kong
Hong Kong
$30.2K
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$27.6K
FFA
206
Farther Finance Advisors
California
$27.5K
SSG
207
Summit Securities Group
New York
$21.4K
TFA
208
Transamerica Financial Advisors
Florida
$21.1K
RFG
209
REAP Financial Group
Texas
$20.2K
VCM
210
Versant Capital Management
Arizona
$18.6K
QCG
211
Quadrant Capital Group
Ohio
$13.7K
AAP
212
Arax Advisory Partners
Colorado
$13.7K
RCM
213
Raleigh Capital Management
North Carolina
$13.5K
SS
214
SBI Securities
Japan
$10.3K
Optiver Holding
215
Optiver Holding
Netherlands
$9.2K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$9.16K
Jones Financial Companies
217
Jones Financial Companies
Missouri
$8.97K
HI
218
Harbour Investments
Wisconsin
$8.92K
EWA
219
EverSource Wealth Advisors
Alabama
$7.57K
MG
220
Mather Group
Illinois
$7.36K
WTA
221
Washington Trust Advisors
Massachusetts
$6.87K
SAM
222
Smartleaf Asset Management
Massachusetts
$6.75K
CFB
223
Cullen/Frost Bankers
Texas
$6.58K
GI
224
GAMMA Investing
California
$6.22K
SCM
225
Sterling Capital Management
North Carolina
$5.6K