295 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, 100 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
295
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
AF
264
Allworth Financial
California
$4.64K
IA
265
IFP Advisors
Florida
$4.5K
RFP
266
Root Financial Partners
California
$4.17K
BAM
267
Bellevue Asset Management
Washington
$2.82K
CFD
268
Creative Financial Designs
Indiana
$2.71K
FFO
269
Fortitude Family Office
Arizona
$2.2K
QC
270
Quent Capital
New York
$2.03K
VCM
271
Versant Capital Management
Arizona
$1.63K
MCM
272
MAI Capital Management
Ohio
$1.6K
PS
273
Principal Securities
Iowa
$1.6K
GRP
274
Global Retirement Partners
California
$1.54K
BTI
275
Blue Trust Inc
Georgia
$1.22K