264 hedge funds and large institutions have $3.21B invested in Intapp in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.67M
Puts
$2.11M
Net Calls
Net Calls Change

Top Buyers

1 +$46.6M
2 +$41.8M
3 +$25.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.2M
5
BAMCO Inc
BAMCO Inc
New York
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$26K
EP
202
Essential Partners
California
$24.9K
AWA
203
Acumen Wealth Advisors
Tennessee
$23.6K
EWA
204
EverSource Wealth Advisors
Alabama
$23.2K
SCM
205
Sterling Capital Management
North Carolina
$17.4K
Jones Financial Companies
206
Jones Financial Companies
Missouri
$16.8K
IA
207
IFP Advisors
Florida
$16.3K
GRP
208
Global Retirement Partners
California
$15.5K
QCG
209
Quadrant Capital Group
Ohio
$15.4K
GI
210
GAMMA Investing
California
$15.2K
FFA
211
Farther Finance Advisors
California
$12.8K
SS
212
SBI Securities
Japan
$11.8K
RIL
213
Rothschild Investment LLC
Illinois
$11.5K
Walleye Capital
214
Walleye Capital
New York
$11K
EB
215
Eastern Bank
Massachusetts
$9.99K
TFA
216
Toth Financial Advisory
Virginia
$9.16K
HHCP
217
Hilton Head Capital Partners
South Carolina
$8.94K
CAM
218
Chesapeake Asset Management
New York
$8.29K
SAM
219
Smartleaf Asset Management
Massachusetts
$7.49K
KAS
220
Kemnay Advisory Services
New York
$6K
TWD
221
True Wealth Design
Ohio
$5.36K
BAM
222
Bellevue Asset Management
Washington
$4.44K
PWPS
223
Pinnacle Wealth Planning Services
Ohio
$3.62K
Optiver Holding
224
Optiver Holding
Netherlands
$3.57K
LI
225
LRI Investments
Florida
$3.53K