294 hedge funds and large institutions have $3.5B invested in nCino in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 93 reducing their positions, and 42 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:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4.87% less ownership

Funds ownership: 116.45%111.58% (-4.9%)

7% less capital invested

Capital invested by funds: $3.78B → $3.5B (-$273M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.8M
Puts
$3.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
251
Banque Cantonale Vaudoise
Switzerland
$14K
SAM
252
Shell Asset Management
Netherlands
$13K
GI
253
GAMMA Investing
California
$10.9K
FNWA
254
Financial Network Wealth Advisors
Utah
$10.7K
PTC
255
Private Trust Company
Ohio
$9.73K
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$9.52K
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$9K
C
258
Covestor
United Kingdom
$8K
CIAM
259
Caitong International Asset Management
Hong Kong
$7.89K
WWM
260
Wolff Wiese Magana
California
$7.75K
WTA
261
Washington Trust Advisors
Massachusetts
$7.48K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$6.72K
WA
263
WPG Advisers
Maryland
$5.61K
RFP
264
Root Financial Partners
California
$4.17K
BAM
265
Bellevue Asset Management
Washington
$2.82K
CFD
266
Creative Financial Designs
Indiana
$2.71K
FFO
267
Fortitude Family Office
Arizona
$2.2K
QC
268
Quent Capital
New York
$2.03K
VCM
269
Versant Capital Management
Arizona
$1.63K
MCM
270
MAI Capital Management
Ohio
$1.6K
PS
271
Principal Securities
Iowa
$1.6K
GRP
272
Global Retirement Partners
California
$1.54K
BTI
273
Blue Trust Inc
Georgia
$1.22K
SC
274
Stephens Consulting
Michigan
$1.19K
PWA
275
Physician Wealth Advisors
Utah
$1.17K