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282 hedge funds and large institutions have $3.75B invested in Intapp in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $16M | Put options by funds: $2.47M

73% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 75

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

4% more funds holding

Funds holding: 270282 (+12)

0.36% more ownership

Funds ownership: 89.3%89.66% (+0.36%)

9% less capital invested

Capital invested by funds: $4.14B → $3.75B (-$392M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
282
Holders Change
+12
Holders Change %
+4.44%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
130
Reduced
75
Closed
30
Calls
$16M
Puts
$2.47M
Net Calls
+$13.5M
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$241K +$255K +4,666 New
FIM
202
Freedom Investment Management
Connecticut
$230K +$34.6K +634 +17%
X
203
Xponance
Pennsylvania
$224K +$5.35K +98 +2%
Walleye Trading
204
Walleye Trading
New York
$220K +$145K +2,650 +165%
OR
205
Olympiad Research
Connecticut
$200K +$212K +3,879 New
SAM
206
Shell Asset Management
Netherlands
$195K -$39.7K -726 -16%
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$191K +$164K +3,000 +429%
SG Americas Securities
208
SG Americas Securities
New York
$174K -$145K -2,654 -44%
Simplex Trading
209
Simplex Trading
Illinois
$172K +$8.09K +148 +5%
DAM
210
Delta Asset Management
Tennessee
$134K
FDP
211
Financiere des Professionnels
Quebec, Canada
$132K +$140K +2,555 New
SPIA
212
Steward Partners Investment Advisory
New York
$129K
HNB
213
Huntington National Bank
Ohio
$119K +$2.68K +49 +2%
AF
214
Allworth Financial
California
$110K -$929 -17 -0.8%
KBC Group
215
KBC Group
Belgium
$103K -$35.3K -646 -25%
Russell Investments Group
216
Russell Investments Group
United Kingdom
$95.4K +$68.2K +1,248 +208%
QL
217
Quarry LP
New York
$94.8K +$61.9K +1,133 +161%
AB
218
Amalgamated Bank
New York
$94K
NICM
219
Neo Ivy Capital Management
New York
$90.6K +$95.9K +1,755 New
C
220
Covestor
United Kingdom
$88K -$14.6K -268 -14%
AAM
221
Advisors Asset Management
Colorado
$88K -$15.5K -284 -14%
WSFS
222
Wilmington Savings Fund Society
Delaware
$69.6K +$12.2K +224 +20%
AssetMark Inc
223
AssetMark Inc
California
$68.4K -$109 -2 -0.2%
NS
224
NBC Securities
Alabama
$63K +$67.5K +1,236 New
BTI
225
Blue Trust Inc
Georgia
$57.4K +$6.94K +127 +13%

INTA Hedge Fund Activity: Q2 2025 in Review

282 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q2 2025, worth a combined $3.75B — down 9.5% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new INTA positions and 30 closed out — a net gain of 13 holders — while 130 added to existing stakes and 75 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $40.9M. The largest seller was Invesco, cutting an estimated $34M.

  • 282 institutional investors held Intapp (INTA) as of Q2 2025, up from 270 in Q1 2025.
  • Funds reported $3.75B of Intapp stock for Q2 2025, down 9.5% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q2 2025 and 30 closed out, a net change of +13 holders.
  • The largest Intapp buyer in Q2 2025 was Westfield Capital Management, an estimated $40.9M added.
  • The largest Intapp seller in Q2 2025 was Invesco, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2025.