281 hedge funds and large institutions have $1.81B invested in nCino in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 116 increasing their positions, 77 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.98M
Puts
$476K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
251
Wealth Preservation Advisors
Tennessee
$2.26K
RF
252
Rossby Financial
Florida
$2.09K
UB
253
UMB Bank
Missouri
$2.08K
C
254
Covestor
United Kingdom
$2K
SIC
255
SJS Investment Consulting
Ohio
$1.96K
PWA
256
Physician Wealth Advisors
Utah
$1.53K
CW
257
CrossGen Wealth
North Carolina
$1.2K
CIAM
258
Caitong International Asset Management
Hong Kong
$1.02K
BGAI
259
Bruce G. Allen Investments
Colorado
$989
KFAS
260
Keating Financial Advisory Services
Kansas
$764
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$749
CFO
262
CVA Family Office
Colorado
$644
MCM
263
Manchester Capital Management
Vermont
$570
TFA
264
Transamerica Financial Advisors
Florida
$524
TWM
265
TopTier Wealth Management
Wisconsin
$524
RIAS
266
Rachor Investment Advisory Services
Michigan
$510
BFS
267
Bare Financial Services
Pennsylvania
$494
Federated Hermes
268
Federated Hermes
Pennsylvania
$494
IA
269
IFP Advisors
Florida
$404
RFP
270
Root Financial Partners
California
$375
MCM
271
MV Capital Management
Maryland
$330
SIS
272
Sound Income Strategies
Florida
$199
IAIM
273
International Assets Investment Management
Florida
$182
SWM
274
SHP Wealth Management
Massachusetts
$165
SAM
275
Smartleaf Asset Management
Massachusetts
$152