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265 hedge funds and large institutions have $3.21B invested in Intapp in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $2.11M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $2.88B → $3.21B (+$330M)

2% more funds holding

Funds holding: 261265 (+4)

0.24% less ownership

Funds ownership: 85.84%85.6% (-0.24%)

Holders
265
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
53
Increased
102
Reduced
82
Closed
44
Calls
$5.67M
Puts
$2.11M
Net Calls
+$3.56M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$26K -$35.4K -853 -60%
EP
202
Essential Partners
California
$24.9K +$22K +531 +4,425%
AWA
203
Acumen Wealth Advisors
Tennessee
$23.6K +$21.4K +515 New
EWA
204
EverSource Wealth Advisors
Alabama
$23.2K +$13.3K +321 +174%
SCM
205
Sterling Capital Management
North Carolina
$17.4K +$10.1K +243 +177%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$16.8K +$6.39K +154 +72%
IA
207
IFP Advisors
Florida
$16.3K +$14.6K +351 +8,775%
GRP
208
Global Retirement Partners
California
$15.5K +$14.1K +339 New
QCG
209
Quadrant Capital Group
Ohio
$15.4K
GI
210
GAMMA Investing
California
$15.2K +$7.42K +179 +118%
FFA
211
Farther Finance Advisors
California
$12.8K -$16.3K -392 -58%
SS
212
SBI Securities
Japan
$11.8K +$207 +5 +2%
RIL
213
Rothschild Investment LLC
Illinois
$11.5K +$7.76K +187 +288%
Walleye Capital
214
Walleye Capital
New York
$11K -$2.78M -67,091 -100%
EB
215
Eastern Bank
Massachusetts
$9.99K +$9.04K +218 New
TFA
216
Toth Financial Advisory
Virginia
$9.16K +$8.3K +200 New
HHCP
217
Hilton Head Capital Partners
South Carolina
$8.94K +$8.09K +195 New
CAM
218
Chesapeake Asset Management
New York
$8.29K +$7.51K +181 New
SAM
219
Smartleaf Asset Management
Massachusetts
$7.49K
KAS
220
Kemnay Advisory Services
New York
$6K +$5.43K +131 New
TWD
221
True Wealth Design
Ohio
$5.36K +$4.85K +117 New
BAM
222
Bellevue Asset Management
Washington
$4.44K +$1.41K +34 +54%
PWPS
223
Pinnacle Wealth Planning Services
Ohio
$3.62K +$3.28K +79 New
Optiver Holding
224
Optiver Holding
Netherlands
$3.57K -$6.1K -147 -65%
LI
225
LRI Investments
Florida
$3.53K