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280 hedge funds and large institutions have $4.02B invested in nCino in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $31M | Put options by funds: $5.21M

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $3.69B → $4.02B (+$330M)

2.6% more ownership

Funds ownership: 100.73%103.34% (+2.6%)

3% more funds holding

Funds holding: 273280 (+7)

9% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 95

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
280
Holders Change
+7
Holders Change %
+2.56%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
58
Increased
104
Reduced
95
Closed
44
Calls
$31M
Puts
$5.21M
Net Calls
+$25.8M
Net Calls Change
-$9.72M
Name Holding Trade Value Shares
Change
Change in
Stake
A
251
AlphaQuest
New York
$8.83K -$930K -24,968 -99%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$7.59K -$3.28K -88 -28%
WWM
253
Wolff Wiese Magana
California
$7.42K
TAM
254
Tucker Asset Management
Colorado
$7.19K -$2.38K -64 -23%
WTA
255
Washington Trust Advisors
Massachusetts
$6.72K
PTC
256
Private Trust Company
Ohio
$6.55K +$1.15K +31 +19%
VWM
257
Venturi Wealth Management
Texas
$5.88K +$2.16K +58 +50%
PWMG
258
Private Wealth Management Group
New Jersey
$4.94K
QC
259
Quent Capital
New York
$4.6K
BIA
260
Bell Investment Advisors
California
$3.43K
EWA
261
EverSource Wealth Advisors
Alabama
$3.42K +$3.39K +91 +827%
LC
262
Lindbrook Capital
California
$2.85K -$2.23K -60 -41%
PS
263
Principal Securities
Iowa
$2.69K -$372 -10 -11%
BAM
264
Bellevue Asset Management
Washington
$2.55K
UB
265
UMB Bank
Missouri
$2.05K
HI
266
Harbour Investments
Wisconsin
$1.68K
MCM
267
MAI Capital Management
Ohio
$1.61K +$1.79K +48 New
BIG
268
Brooklyn Investment Group
New York
$1.41K
CA
269
CoreCap Advisors
Michigan
$672 +$745 +20 New
IA
270
IFP Advisors
Florida
$571
LFG
271
Larson Financial Group
Missouri
$504 +$484 +13 +650%
WA
272
Whipplewood Advisors
Colorado
$437 +$484 +13 New
JWA
273
JFS Wealth Advisors
Pennsylvania
$236 +$37 +1 +17%
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$236 +$149 +4 +133%
SIC
275
SJS Investment Consulting
Ohio
$236 +$149 +4 +133%

NCNO Hedge Fund Activity: Q4 2024 in Review

280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q4 2024, worth a combined $4.02B — up 8.9% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new NCNO positions and 44 closed out — a net gain of 14 holders — while 104 added to existing stakes and 95 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $145M. The largest seller was Insight Holdings Group, cutting an estimated $428M.

  • 280 institutional investors held nCino (NCNO) as of Q4 2024, up from 273 in Q3 2024.
  • Funds reported $4.02B of nCino stock for Q4 2024, up 8.9% quarter-over-quarter.
  • 58 funds opened new nCino positions in Q4 2024 and 44 closed out, a net change of +14 holders.
  • The largest nCino buyer in Q4 2024 was Wasatch Advisors, an estimated $145M added.
  • The largest nCino seller in Q4 2024 was Insight Holdings Group, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2024.