NCNO icon

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 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% 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
60
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 %
FFO
251
Fortitude Family Office
Arizona
$2.27K +$2.27K +81 New
PS
252
Principal Securities
Iowa
$1.73K -$503 -18 -23%
MCM
253
MAI Capital Management
Ohio
$1.65K -$839 -30 -34%
RAM
254
Riggs Asset Management
Pennsylvania
$1.46K +$1.46K +52 New
GWM
255
Geneos Wealth Management
Colorado
$1.29K +$1.29K +46 New
BTI
256
Blue Trust Inc
Georgia
$1.26K +$1.26K +45 New
PWA
257
Physician Wealth Advisors
Utah
$1.2K +$1.2K +43 New
HFS
258
Hantz Financial Services
Michigan
$1K +$1K +21 New
HWM
259
Hemington Wealth Management
Virginia
$1K +$579 +33 +138%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$811 +$811 +29 New
A
261
AlphaQuest
New York
$755 -$296K -10,587 -100%
AAP
262
Arax Advisory Partners
Colorado
$672 -$924 -33 -58%
BFS
263
Bare Financial Services
Pennsylvania
$587 +$587 +21 New
JWA
264
JFS Wealth Advisors
Pennsylvania
$476 -$252 -9 -35%
AssetMark Inc
265
AssetMark Inc
California
$448 +$448 +16 New
WA
266
Whipplewood Advisors
Colorado
$364 +$168 +6 +86%
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$308 +$196 +7 +175%
UB
268
UMB Bank
Missouri
$280 +$280 +10 New
MCM
269
MV Capital Management
Maryland
$196 +$168 +6 +600%
SIC
270
SJS Investment Consulting
Ohio
$168 +$56 +2 +50%
HIA
271
HFM Investment Advisors
New Jersey
$168 +$140 +5 +500%
BHWM
272
Bay Harbor Wealth Management
Maryland
$83 +$55 +2 +200%
PWM
273
Parkworth Wealth Management
California
$56 +$28 +1 +100%
RWM
274
Rialto Wealth Management
New York
$56 +$56 +2 New
TPWA
275
Twin Peaks Wealth Advisors
California
$53 +$53 +2 New
9 10
11
12 13