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nCino
NCNO

Overview Fund Activity

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
Holders
273
Holders Change
-5
Holders Change %
-1.8%
% of All Funds
3.71%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
44
Increased
111
Reduced
98
Closed
43
Calls
$14.4M
Puts
$2.25M
Net Calls
+$12.1M
Net Calls Change
-$13.7M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
+$135M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$58.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$44.7M
4
SP
ShawSpring Partners
Massachusetts
+$28.1M
5
Capital International Investors
Capital International Investors
California
+$27.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$22M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.3M
3
LP
LMR Partners
United Kingdom
-$9.61M
4
SIG
Senator Investment Group
New York
-$9.46M
5
LPP
Long Path Partners
Connecticut
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
251
Arax Advisory Partners
Colorado
$1.57K +$1.57K +57 New
LC
252
Lindbrook Capital
California
$1.51K -$824 -30 -35%
HI
253
Harbour Investments
Wisconsin
$1.37K – – –
TPCW
254
TD Private Client Wealth
New York
$1.04K +$1.04K +38 New
JWA
255
JFS Wealth Advisors
Pennsylvania
$715 +$523 +19 +271%
CFD
256
Creative Financial Designs
Indiana
$577 +$577 +21 New
BIA
257
Bell Investment Advisors
California
$550 -$2.26K -82 -80%
IA
258
IFP Advisors
Florida
$467 -$571 – –
CIAM
259
Caitong International Asset Management
Hong Kong
$385 -$114K -4,157 -100%
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$373 +$358 +9,844 +2,449%
WA
261
Whipplewood Advisors
Colorado
$357 -$306 -6 -46%
AWM
262
Activest Wealth Management
Florida
$357 +$357 +13 New
SC
263
SouthState Corp
Florida
$275 +$275 +10 New
EWA
264
EverSource Wealth Advisors
Alabama
$247 -$2.55K -93 -91%
TCM
265
TD Capital Management
Tennessee
$220 +$220 +8 New
QCG
266
Quadrant Capital Group
Ohio
$165 – – –
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$110 -$83 -3 -43%
SIC
268
SJS Investment Consulting
Ohio
$110 -$83 -3 -43%
GFPC
269
Global Financial Private Client
Florida
$110 +$55 +2 +100%
MCM
270
MV Capital Management
Maryland
$28 -$56 -2 -67%
HIA
271
HFM Investment Advisors
New Jersey
$28 +$28 +1 New
PWM
272
Parkworth Wealth Management
California
$27 -$54 -2 -67%
BHWM
273
Bay Harbor Wealth Management
Maryland
$27 +$27 +1 New
Norges Bank
274
Norges Bank
Norway
– -$29.3M -871,597 Closed
PC
275
Pier Capital
Connecticut
– -$7.49M -223,032 Closed
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