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nCino
NCNO

Overview Fund Activity

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
Holders
273
Holders Change
-5
Holders Change %
-1.8%
% of All Funds
3.71%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
44
Increased
111
Reduced
98
Closed
43
Calls
$14.4M
Puts
$2.25M
Net Calls
+$12.1M
Net Calls Change
-$13.7M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
+$135M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$58.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$44.7M
4
SP
ShawSpring Partners
Massachusetts
+$28.1M
5
Capital International Investors
Capital International Investors
California
+$27.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$22M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
3
LP
LMR Partners
United Kingdom
-$9.61M
4
SIG
Senator Investment Group
New York
-$9.46M
5
LPP
Long Path Partners
Connecticut
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Advisors Asset Management
Colorado
$18.4K +$18.4K +669 New
SW
227
SVB Wealth
Massachusetts
$17.6K +$17.6K +639 New
BCV
228
Banque Cantonale Vaudoise
Switzerland
$16K +$16K +588 New
LA
229
Legacy Advisors
Pennsylvania
$12.6K +$4.93K +8,535 +64%
FNWA
230
Financial Network Wealth Advisors
Utah
$10.7K +$10.7K +391 New
FFA
231
Farther Finance Advisors
California
$10.1K -$4.22K -150 -30%
CA
232
Clearstead Advisors
Ohio
$8.27K -$5.14K -187 -38%
GI
233
GAMMA Investing
California
$7.72K -$1.62K -59 -17%
WTA
234
Washington Trust Advisors
Massachusetts
$7.58K +$2.09K +76 +38%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$7K -$4.87K -181 -41%
SSG
236
Summit Securities Group
New York
$6.68K -$2.47K -90 -27%
WWM
237
Wolff Wiese Magana
California
$6.07K – – –
Jones Financial Companies
238
Jones Financial Companies
Missouri
$5.84K -$694 -24 -11%
PTC
239
Private Trust Company
Ohio
$5.36K – – –
Lazard Asset Management
240
Lazard Asset Management
New York
$5K -$845K -33,811 -99%
MAFA
241
MJT & Associates Financial Advisory
Minnesota
$4.78K +$4.78K +174 New
MEG
242
Millstone Evans Group
Colorado
$4.62K +$4.62K +168 New
QC
243
Quent Capital
New York
$3.76K – – –
PWMG
244
Private Wealth Management Group
New Jersey
$3.02K -$1.02K -37 -25%
BAM
245
Bellevue Asset Management
Washington
$2.86K +$769 +28 +37%
PS
246
Principal Securities
Iowa
$2.69K – – –
MCM
247
MAI Capital Management
Ohio
$2.45K +$1.13K +41 +85%
LFG
248
Larson Financial Group
Missouri
$1.73K +$1.32K +48 +320%
BIG
249
Brooklyn Investment Group
New York
$1.59K +$440 +16 +38%
HWP
250
Highline Wealth Partners
California
$1.59K +$1.59K +58 New
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