293 hedge funds and large institutions have $3.2B invested in nCino in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.8% less ownership

Funds ownership: 111.57%108.77% (-2.8%)

9% less capital invested

Capital invested by funds: $3.5B → $3.2B (-$305M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$1.76M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
WPG Advisers
Maryland
$3.49K
SAG
252
SageView Advisory Group
California
$3.21K
TAM
253
Tucker Asset Management
Colorado
$2.97K
RFP
254
Root Financial Partners
California
$2.82K
CFD
255
Creative Financial Designs
Indiana
$2.56K
CW
256
CrossGen Wealth
North Carolina
$2.05K
TM
257
Torren Management
California
$2.03K
FFO
258
Fortitude Family Office
Arizona
$2K
AF
259
Allworth Financial
California
$1.67K
BFS
260
Bare Financial Services
Pennsylvania
$1.59K
EWA
261
EverSource Wealth Advisors
Alabama
$1.59K
QC
262
Quent Capital
New York
$1.46K
BTI
263
Blue Trust Inc
Georgia
$1.15K
PWA
264
Physician Wealth Advisors
Utah
$1.1K
HFS
265
Hantz Financial Services
Michigan
$1K
RIAS
266
Rachor Investment Advisory Services
Michigan
$872
MCM
267
MAI Capital Management
Ohio
$770
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$744
JWA
269
JFS Wealth Advisors
Pennsylvania
$718
IA
270
IFP Advisors
Florida
$641
IAIM
271
International Assets Investment Management
Florida
$590
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$590
UB
273
UMB Bank
Missouri
$564
OC
274
Optima Capital
Oregon
$513
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$333