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270 hedge funds and large institutions have $4.14B invested in Intapp in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $3.96M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

5% more funds holding

Funds holding: 256270 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

3.82% less ownership

Funds ownership: 93.12%89.3% (-3.8%)

10% less capital invested

Capital invested by funds: $4.62B → $4.14B (-$480M)

Holders
270
Holders Change
+14
Holders Change %
+5.47%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
51
Increased
94
Reduced
101
Closed
34
Calls
$21.9M
Puts
$3.96M
Net Calls
+$17.9M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
201
Walleye Trading
New York
$94K +$106K +1,610 New
CCM
202
Coldstream Capital Management
Washington
$85.6K +$96.6K +1,466 New
AssetMark Inc
203
AssetMark Inc
California
$77.5K -$21.4K -325 -20%
WSFS
204
Wilmington Savings Fund Society
Delaware
$65.6K +$4.02K +61 +6%
FMP
205
Financial Management Professionals
Texas
$63.5K -$6.13K -93 -8%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$59K +$14K +213 +27%
BTI
207
Blue Trust Inc
Georgia
$57.4K +$5.74K +87 +10%
TRCT
208
Tower Research Capital (TRC)
New York
$55.9K +$8.7K +132 +16%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$46.9K +$42.6K +647 +415%
QL
210
Quarry LP
New York
$41K +$42.6K +647 +1,155%
Canada Pension Plan Investment Board
211
Canada Pension Plan Investment Board
Ontario, Canada
$40.9K +$26.4K +400 +133%
BAMF
212
BI Asset Management Fondsmaeglerselskab
Denmark
$36K +$41.1K +623 New
Russell Investments Group
213
Russell Investments Group
United Kingdom
$35K -$529K -8,021 -93%
JFGIW
214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.6K -$16.5K -250 -30%
FFA
215
Farther Finance Advisors
California
$31.3K +$14.8K +224 +74%
AAP
216
Arax Advisory Partners
Colorado
$30.2K +$31.9K +484 +1,467%
FHA
217
First Horizon Advisors
Tennessee
$28.8K +$3.89K +59 +14%
OWA
218
Opal Wealth Advisors
New York
$23.6K +$26.7K +405 New
MCM
219
Manchester Capital Management
Vermont
$23.3K +$26.4K +400 New
RCM
220
Raleigh Capital Management
North Carolina
$22.1K -$857 -13 -3%
WF
221
Wayfinding Financial
Washington
$22K +$25.4K +386 New
QCG
222
Quadrant Capital Group
Ohio
$19.6K -$4.09K -62 -16%
GI
223
GAMMA Investing
California
$17.7K +$8.37K +127 +72%
EWA
224
EverSource Wealth Advisors
Alabama
$16.2K -$791 -12 -4%
SS
225
SBI Securities
Japan
$13.4K -$17.5K -266 -54%

INTA Hedge Fund Activity: Q1 2025 in Review

270 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2025, worth a combined $4.14B — down 10% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new INTA positions and 34 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Capital World Investors, adding an estimated $53.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $131M.

  • 270 institutional investors held Intapp (INTA) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $4.14B of Intapp stock for Q1 2025, down 10% quarter-over-quarter.
  • 51 funds opened new Intapp positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Intapp buyer in Q1 2025 was Capital World Investors, an estimated $53.1M added.
  • The largest Intapp seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.