293 hedge funds and large institutions have $3.2B invested in nCino in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.8% less ownership

Funds ownership: 111.57%108.77% (-2.8%)

9% less capital invested

Capital invested by funds: $3.5B → $3.2B (-$305M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$1.76M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$62.3K
TRCT
227
Tower Research Capital (TRC)
New York
$56.8K
Osaic Holdings
228
Osaic Holdings
Arizona
$55K
FFA
229
Farther Finance Advisors
California
$42.8K
Los Angeles Capital Management
230
Los Angeles Capital Management
California
$38.5K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$29K
AAM
232
Advisors Asset Management
Colorado
$28.8K
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$25.6K
GI
234
GAMMA Investing
California
$21K
KAS
235
Kestra Advisory Services
Texas
$20.3K
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$20.3K
AAP
237
Arax Advisory Partners
Colorado
$17.6K
BCV
238
Banque Cantonale Vaudoise
Switzerland
$14K
FHC
239
First Horizon Corporation
Tennessee
$13.9K
QL
240
Quarry LP
New York
$13.5K
Mirae Asset Global Investments
241
Mirae Asset Global Investments
South Korea
$10.8K
CIAM
242
Caitong International Asset Management
Hong Kong
$9.21K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$8.56K
WWM
244
Wolff Wiese Magana
California
$7.33K
FNWA
245
Financial Network Wealth Advisors
Utah
$7.08K
C
246
Covestor
United Kingdom
$7K
CA
247
Clearstead Advisors
Ohio
$4.67K
PTC
248
Private Trust Company
Ohio
$4.49K
BAM
249
Bellevue Asset Management
Washington
$3.69K
GRP
250
Global Retirement Partners
California
$3.51K