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256 hedge funds and large institutions have $4.62B invested in Intapp in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

38% more capital invested

Capital invested by funds: $3.34B → $4.62B (+$1.28B)

22% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.31M

17% more funds holding

Funds holding: 218256 (+38)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.33% less ownership

Funds ownership: 93.45%93.12% (-0.33%)

Holders
256
Holders Change
+38
Holders Change %
+17.43%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
63
Increased
108
Reduced
64
Closed
21
Calls
$2.82M
Puts
$2.31M
Net Calls
+$510K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
201
Simplex Trading
Illinois
$63K +$56.6K +987 New
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.9K +$34.7K +605 +274%
BTI
203
Blue Trust Inc
Georgia
$57.5K -$71.2K -1,242 -58%
TRCT
204
Tower Research Capital (TRC)
New York
$52.9K -$6.88K -120 -13%
AWM
205
Avior Wealth Management
Nebraska
$51.3K +$860 +15 +2%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$51K +$3.15K +55 +7%
SS
207
SBI Securities
Japan
$31.7K +$28.4K +495 New
FHA
208
First Horizon Advisors
Tennessee
$27.9K +$3.84K +67 +18%
QCG
209
Quadrant Capital Group
Ohio
$25.5K +$3.56K +62 +18%
RCM
210
Raleigh Capital Management
North Carolina
$25.1K +$22.5K +392 New
GRP
211
Global Retirement Partners
California
$24.7K +$22.1K +385 New
CFGS
212
Concourse Financial Group Securities
Alabama
$22.5K +$18.5K +323 New
IA
213
IFP Advisors
Florida
$21.6K +$57 +1 +0.3%
FFA
214
Farther Finance Advisors
California
$19.4K -$15.8K -275 -48%
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$19.2K -$356K -6,200 -95%
EWA
216
EverSource Wealth Advisors
Alabama
$18.5K +$10.6K +184 +175%
PTC
217
Private Trust Company
Ohio
$16K +$5.79K +101 +68%
GI
218
GAMMA Investing
California
$11.3K +$4.07K +71 +68%
MA
219
MCF Advisors
Kentucky
$10.9K
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$10K +$1.49K +26 +20%
HI
221
Harbour Investments
Wisconsin
$9.93K +$4.88K +85 +121%
SAM
222
Smartleaf Asset Management
Massachusetts
$9.56K
HCP
223
Hexagon Capital Partners
Arkansas
$9.36K +$8.37K +146 New
LC
224
Lindbrook Capital
California
$8.46K +$115 +2 +2%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$8.14K +$7.28K +127 New

INTA Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q4 2024, worth a combined $4.62B — up 38% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INTA positions and 21 closed out — a net gain of 42 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Invesco, adding an estimated $112M. The largest seller was Fidelity Investments, cutting an estimated $211M.

  • 256 institutional investors held Intapp (INTA) as of Q4 2024, up from 218 in Q3 2024.
  • Funds reported $4.62B of Intapp stock for Q4 2024, up 38% quarter-over-quarter.
  • 63 funds opened new Intapp positions in Q4 2024 and 21 closed out, a net change of +42 holders.
  • The largest Intapp buyer in Q4 2024 was Invesco, an estimated $112M added.
  • The largest Intapp seller in Q4 2024 was Fidelity Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.