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nCino
NCNO

Overview Fund Activity

276 hedge funds and large institutions have $3.78B invested in nCino in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
3.7%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
66
Increased
120
Reduced
75
Closed
61
Calls
$9.66M
Puts
$3.64M
Net Calls
+$6.02M
Net Calls Change
-$6.13M

Top Buyers

1
LPP
Long Path Partners
Connecticut
+$50.8M
2
SCM
Spyglass Capital Management
California
+$44.2M
3
UBS Group
UBS Group
Switzerland
+$42.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.6M
5
SRFM
Shannon River Fund Management
New York
+$34.7M

Top Sellers

1
SEP
Soma Equity Partners
California
-$80.5M
2
Invesco
Invesco
Georgia
-$71.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$52.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$43.2M
5
KC
Keenan Capital
California
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
226
Jones Financial Companies
Missouri
$26.8K +$21.2K +768 +380%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$26.1K -$1.85K -66 -7%
Group One Trading
228
Group One Trading
Illinois
$24K -$56.2K -2,011 -70%
Lazard Asset Management
229
Lazard Asset Management
New York
$23K +$17.6K +648 +324%
SAM
230
Shell Asset Management
Netherlands
$20K – – –
QL
231
Quarry LP
New York
$20K +$20K +714 New
GRP
232
Global Retirement Partners
California
$16.1K +$16.1K +574 New
BCV
233
Banque Cantonale Vaudoise
Switzerland
$15K -$1.71K -60 -10%
FNWA
234
Financial Network Wealth Advisors
Utah
$11K +$84 +3 +0.8%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$10.4K -$276K -9,873 -96%
PTC
236
Private Trust Company
Ohio
$10K +$4.59K +164 +84%
GI
237
GAMMA Investing
California
$9.57K +$1.71K +61 +22%
FFA
238
Farther Finance Advisors
California
$9.26K -$755 -27 -8%
TIM
239
Total Investment Management
Arizona
$8.39K +$8.39K +300 New
C
240
Covestor
United Kingdom
$8K -$61K -2,111 -88%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$8K +$676 +24 +9%
WWM
242
Wolff Wiese Magana
California
$8K +$1.82K +65 +29%
WTA
243
Washington Trust Advisors
Massachusetts
$7.72K – – –
Bessemer Group
244
Bessemer Group
New Jersey
$6K +$6K +205 New
WA
245
WPG Advisers
Maryland
$5.79K +$5.79K +207 New
AGWCA
246
Annis Gardner Whiting Capital Advisors
Florida
$5.34K +$5.34K +191 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$4.9K +$4.9K +175 New
MAFA
248
MJT & Associates Financial Advisory
Minnesota
$4.87K – – –
AF
249
Allworth Financial
California
$3.41K +$3.41K +122 New
BAM
250
Bellevue Asset Management
Washington
$2.91K – – –
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10
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