259 hedge funds and large institutions have $2.88B invested in Intapp in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

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

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$2.77M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Shell Asset Management
Netherlands
$63K
Group One Trading
202
Group One Trading
Illinois
$61.2K
BTI
203
Blue Trust Inc
Georgia
$58.1K
PE
204
Point72 Europe
United Kingdom
$56.5K
SOW
205
State of Wyoming
Wyoming
$37.2K
HNB
206
Huntington National Bank
Ohio
$36.8K
PHK
207
Point72 Hong Kong
Hong Kong
$30.2K
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$27.6K
FFA
209
Farther Finance Advisors
California
$27.5K
SSG
210
Summit Securities Group
New York
$21.4K
TFA
211
Transamerica Financial Advisors
Florida
$21.1K
RFG
212
REAP Financial Group
Texas
$20.2K
VCM
213
Versant Capital Management
Arizona
$18.6K
QCG
214
Quadrant Capital Group
Ohio
$13.7K
AAP
215
Arax Advisory Partners
Colorado
$13.7K
RCM
216
Raleigh Capital Management
North Carolina
$13.5K
SS
217
SBI Securities
Japan
$10.3K
Optiver Holding
218
Optiver Holding
Netherlands
$9.2K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$9.16K
Jones Financial Companies
220
Jones Financial Companies
Missouri
$8.97K
HI
221
Harbour Investments
Wisconsin
$8.92K
EWA
222
EverSource Wealth Advisors
Alabama
$7.57K
MG
223
Mather Group
Illinois
$7.36K
WTA
224
Washington Trust Advisors
Massachusetts
$6.87K
SAM
225
Smartleaf Asset Management
Massachusetts
$6.75K