We are live on ! Find out more

261 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $2.77M

32% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 84

3.82% less ownership

Funds ownership: 89.66%85.84% (-3.8%)

7% less funds holding

Funds holding: 282261 (-21)

23% less capital invested

Capital invested by funds: $3.75B → $2.88B (-$864M)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
261
Holders Change
-21
Holders Change %
-7.45%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
43
Increased
111
Reduced
84
Closed
62
Calls
$7.96M
Puts
$2.77M
Net Calls
+$5.19M
Net Calls Change
-$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$65.6K +$69.3K +1,604 New
SAM
202
Shell Asset Management
Netherlands
$63K -$97K -2,245 -59%
Group One Trading
203
Group One Trading
Illinois
$61.2K +$64.7K +1,497 New
BTI
204
Blue Trust Inc
Georgia
$58.1K +$13.4K +310 +28%
PE
205
Point72 Europe
United Kingdom
$56.5K +$59.7K +1,382 New
SOW
206
State of Wyoming
Wyoming
$37.2K -$5.92K -137 -13%
HNB
207
Huntington National Bank
Ohio
$36.8K -$61K -1,411 -61%
PHK
208
Point72 Hong Kong
Hong Kong
$30.2K +$31.9K +739 New
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$27.6K +$1.43K +33 +5%
FFA
210
Farther Finance Advisors
California
$27.5K -$2.55K -59 -8%
SSG
211
Summit Securities Group
New York
$21.4K -$4.11K -95 -15%
TFA
212
Transamerica Financial Advisors
Florida
$21.1K +$22.3K +517 New
RFG
213
REAP Financial Group
Texas
$20.2K +$519 +12 +2%
VCM
214
Versant Capital Management
Arizona
$18.6K +$12.8K +296 +185%
QCG
215
Quadrant Capital Group
Ohio
$13.7K +$14.5K +336 New
AAP
216
Arax Advisory Partners
Colorado
$13.7K +$12.5K +289 +628%
RCM
217
Raleigh Capital Management
North Carolina
$13.5K -$692 -16 -5%
SS
218
SBI Securities
Japan
$10.3K +$9.29K +215 +566%
Optiver Holding
219
Optiver Holding
Netherlands
$9.2K +$951 +22 +11%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$9.16K
Jones Financial Companies
221
Jones Financial Companies
Missouri
$8.97K +$951 +22 +12%
HI
222
Harbour Investments
Wisconsin
$8.92K +$216 +5 +2%
EWA
223
EverSource Wealth Advisors
Alabama
$7.57K -$3.11K -72 -28%
MG
224
Mather Group
Illinois
$7.36K +$7.78K +180 New
WTA
225
Washington Trust Advisors
Massachusetts
$6.87K +$3.59K +83 +98%

INTA Hedge Fund Activity: Q3 2025 in Review

261 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q3 2025, worth a combined $2.88B — down 23% from $3.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of INTA and 43 opened new positions — a net loss of 19 holders — while 84 trimmed existing stakes and 111 added.

The largest buyer was Wellington Management Group, adding an estimated $48.2M. The largest seller was Invesco, cutting an estimated $61.7M.

  • 261 institutional investors held Intapp (INTA) as of Q3 2025, down from 282 in Q2 2025.
  • Funds reported $2.88B of Intapp stock for Q3 2025, down 23% quarter-over-quarter.
  • 43 funds opened new Intapp positions in Q3 2025 and 62 closed out, a net change of -19 holders.
  • The largest Intapp buyer in Q3 2025 was Wellington Management Group, an estimated $48.2M added.
  • The largest Intapp seller in Q3 2025 was Invesco, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2025.