267 hedge funds and large institutions have $4.1B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+11
Holders Change %
+4.3%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
93
Reduced
99
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
201
Financial Management Professionals
Texas
$63.5K -$5.43K -93 -8%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$59K +$12.5K +213 +27%
BTI
203
Blue Trust Inc
Georgia
$57.4K +$5.08K +87 +10%
TRCT
204
Tower Research Capital (TRC)
New York
$55.9K +$7.71K +132 +16%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$46.9K +$37.8K +647 +415%
QL
206
Quarry LP
New York
$41K +$37.8K +647 +1,155%
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$40.9K +$23.4K +400 +133%
BAMF
208
BI Asset Management Fondsmaeglerselskab
Denmark
$36K +$36K +623 New
Russell Investments Group
209
Russell Investments Group
United Kingdom
$35K -$468K -8,021 -93%
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.6K -$14.6K -250 -30%
FFA
211
Farther Finance Advisors
California
$31.3K +$13.3K +224 +74%
AAP
212
Arax Advisory Partners
Colorado
$30.2K +$28.3K +484 +1,467%
FHA
213
First Horizon Advisors
Tennessee
$28.8K +$3.44K +59 +14%
OWA
214
Opal Wealth Advisors
New York
$23.6K +$23.6K +405 New
MCM
215
Manchester Capital Management
Vermont
$23.3K +$23.3K +400 New
RCM
216
Raleigh Capital Management
North Carolina
$22.1K -$759 -13 -3%
WF
217
Wayfinding Financial
Washington
$22K +$22K +386 New
QCG
218
Quadrant Capital Group
Ohio
$19.6K -$3.62K -62 -16%
GI
219
GAMMA Investing
California
$17.7K +$7.41K +127 +72%
EWA
220
EverSource Wealth Advisors
Alabama
$16.2K -$701 -12 -4%
SS
221
SBI Securities
Japan
$13.4K -$15.5K -266 -54%
PTC
222
Private Trust Company
Ohio
$13K -$1.52K -26 -10%
SAM
223
Smartleaf Asset Management
Massachusetts
$12.8K +$3.95K +66 +45%
HI
224
Harbour Investments
Wisconsin
$12.4K +$3.39K +58 +37%
VCM
225
Versant Capital Management
Arizona
$11.2K +$11.2K +192 New