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282 hedge funds and large institutions have $1.81B invested in nCino in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 116 increasing their positions, 77 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,786% more call options, than puts

Call options by funds: $8.98M | Put options by funds: $476K

51% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 77

8% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 75

3.31% less ownership

Funds ownership: 108.92%105.61% (-3.3%)

4% less funds holding

Funds holding: 295282 (-13)

43% less capital invested

Capital invested by funds: $3.2B → $1.81B (-$1.39B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
282
Holders Change
-13
Holders Change %
-4.41%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
69
Increased
116
Reduced
77
Closed
75
Calls
$8.98M
Puts
$476K
Net Calls
+$8.5M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
JPL Wealth Management
Colorado
$3.21K +$4.02K +214 New
WPA
252
Wealth Preservation Advisors
Tennessee
$2.26K +$2.84K +151 New
RF
253
Rossby Financial
Florida
$2.09K +$2.37K +126 New
UB
254
UMB Bank
Missouri
$2.08K +$2.2K +117 +532%
C
255
Covestor
United Kingdom
$2K -$2.29K -122 -44%
SIC
256
SJS Investment Consulting
Ohio
$1.96K +$2.42K +129 +6,450%
PWA
257
Physician Wealth Advisors
Utah
$1.53K +$1.11K +59 +137%
CW
258
CrossGen Wealth
North Carolina
$1.2K
CIAM
259
Caitong International Asset Management
Hong Kong
$1.02K +$1.28K +68 New
BGAI
260
Bruce G. Allen Investments
Colorado
$989 +$1.24K +66 New
KFAS
261
Keating Financial Advisory Services
Kansas
$764 +$939 +50 +5,000%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$749 +$695 +37 +285%
CFO
263
CVA Family Office
Colorado
$644 +$808 +43 New
MCM
264
Manchester Capital Management
Vermont
$570 +$714 +38 New
TFA
265
Transamerica Financial Advisors
Florida
$524 +$507 +27 +338%
TWM
266
TopTier Wealth Management
Wisconsin
$524 +$658 +35 New
RIAS
267
Rachor Investment Advisory Services
Michigan
$510
BFS
268
Bare Financial Services
Pennsylvania
$494 -$545 -29 -47%
Federated Hermes
269
Federated Hermes
Pennsylvania
$494 +$582 +31 +1,550%
IA
270
IFP Advisors
Florida
$404 +$38 +2 +8%
RFP
271
Root Financial Partners
California
$375 -$1.6K -85 -77%
MCM
272
MV Capital Management
Maryland
$330 +$244 +13 +144%
SIS
273
Sound Income Strategies
Florida
$199
IAIM
274
International Assets Investment Management
Florida
$182 -$225 -12 -52%
SWM
275
SHP Wealth Management
Massachusetts
$165 +$207 +11 New