273 hedge funds and large institutions have $3.64B invested in nCino in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

2% less funds holding

Funds holding: 278273 (-5)

9% less capital invested

Capital invested by funds: $4B → $3.64B (-$360M)

Holders
273
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$2.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
251
Arax Advisory Partners
Colorado
$1.57K
LC
252
Lindbrook Capital
California
$1.51K
HI
253
Harbour Investments
Wisconsin
$1.37K
TPCW
254
TD Private Client Wealth
New York
$1.04K
JWA
255
JFS Wealth Advisors
Pennsylvania
$715
CFD
256
Creative Financial Designs
Indiana
$577
BIA
257
Bell Investment Advisors
California
$550
IA
258
IFP Advisors
Florida
$467
CIAM
259
Caitong International Asset Management
Hong Kong
$385
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$373
WA
261
Whipplewood Advisors
Colorado
$357
AWM
262
Activest Wealth Management
Florida
$357
SC
263
SouthState Corp
Florida
$275
EWA
264
EverSource Wealth Advisors
Alabama
$247
TCM
265
TD Capital Management
Tennessee
$220
QCG
266
Quadrant Capital Group
Ohio
$165
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$110
SIC
268
SJS Investment Consulting
Ohio
$110
GFPC
269
Global Financial Private Client
Florida
$110
MCM
270
MV Capital Management
Maryland
$28
HIA
271
HFM Investment Advisors
New Jersey
$28
PWM
272
Parkworth Wealth Management
California
$27
BHWM
273
Bay Harbor Wealth Management
Maryland
$27
Norges Bank
274
Norges Bank
Norway
PC
275
Pier Capital
Connecticut