276 hedge funds and large institutions have $3.78B invested in nCino in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.66M
Puts
$3.64M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
251
Fortitude Family Office
Arizona
$2.27K
PS
252
Principal Securities
Iowa
$1.73K
MCM
253
MAI Capital Management
Ohio
$1.65K
RAM
254
Riggs Asset Management
Pennsylvania
$1.46K
GWM
255
Geneos Wealth Management
Colorado
$1.29K
BTI
256
Blue Trust Inc
Georgia
$1.26K
PWA
257
Physician Wealth Advisors
Utah
$1.2K
HFS
258
Hantz Financial Services
Michigan
$1K
HWM
259
Hemington Wealth Management
Virginia
$1K
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$811
A
261
AlphaQuest
New York
$755
AAP
262
Arax Advisory Partners
Colorado
$672
BFS
263
Bare Financial Services
Pennsylvania
$587
JWA
264
JFS Wealth Advisors
Pennsylvania
$476
AssetMark Inc
265
AssetMark Inc
California
$448
WA
266
Whipplewood Advisors
Colorado
$364
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$308
UB
268
UMB Bank
Missouri
$280
MCM
269
MV Capital Management
Maryland
$196
SIC
270
SJS Investment Consulting
Ohio
$168
HIA
271
HFM Investment Advisors
New Jersey
$168
BHWM
272
Bay Harbor Wealth Management
Maryland
$83
PWM
273
Parkworth Wealth Management
California
$56
RWM
274
Rialto Wealth Management
New York
$56
TPWA
275
Twin Peaks Wealth Advisors
California
$53