273 hedge funds and large institutions have $3.64B invested in nCino in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 43 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:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

2% less funds holding

Funds holding: 278273 (-5)

9% less capital invested

Capital invested by funds: $4B → $3.64B (-$360M)

Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$2.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Advisors Asset Management
Colorado
$18.4K
SW
227
SVB Wealth
Massachusetts
$17.6K
BCV
228
Banque Cantonale Vaudoise
Switzerland
$16K
LA
229
Legacy Advisors
Pennsylvania
$12.6K
FNWA
230
Financial Network Wealth Advisors
Utah
$10.7K
FFA
231
Farther Finance Advisors
California
$10.1K
CA
232
Clearstead Advisors
Ohio
$8.27K
GI
233
GAMMA Investing
California
$7.72K
WTA
234
Washington Trust Advisors
Massachusetts
$7.58K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$7K
SSG
236
Summit Securities Group
New York
$6.67K
WWM
237
Wolff Wiese Magana
California
$6.07K
Jones Financial Companies
238
Jones Financial Companies
Missouri
$5.84K
PTC
239
Private Trust Company
Ohio
$5.36K
Lazard Asset Management
240
Lazard Asset Management
New York
$5K
MAFA
241
MJT & Associates Financial Advisory
Minnesota
$4.78K
MEG
242
Millstone Evans Group
Colorado
$4.62K
QC
243
Quent Capital
New York
$3.76K
PWMG
244
Private Wealth Management Group
New Jersey
$3.02K
BAM
245
Bellevue Asset Management
Washington
$2.86K
PS
246
Principal Securities
Iowa
$2.69K
MCM
247
MAI Capital Management
Ohio
$2.44K
LFG
248
Larson Financial Group
Missouri
$1.73K
BIG
249
Brooklyn Investment Group
New York
$1.59K
HWP
250
Highline Wealth Partners
California
$1.59K