294 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, 99 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
294
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
HWM
276
Hemington Wealth Management
Virginia
$1K
HFS
277
Hantz Financial Services
Michigan
$1K
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$786
JWA
279
JFS Wealth Advisors
Pennsylvania
$570
BFS
280
Bare Financial Services
Pennsylvania
$569
AssetMark Inc
281
AssetMark Inc
California
$434
NSIM
282
North Star Investment Management
Illinois
$434
MA
283
Montag & Associates
Georgia
$434
SIS
284
Sound Income Strategies
Florida
$306
DPW
285
DiNuzzo Private Wealth
Pennsylvania
$289
UB
286
UMB Bank
Missouri
$271
EWA
287
EverSource Wealth Advisors
Alabama
$244
WANY
288
Wealthspire Advisors (New York)
New York
$217
SIC
289
SJS Investment Consulting
Ohio
$163
RWM
290
Rialto Wealth Management
New York
$163
HIA
291
HFM Investment Advisors
New Jersey
$108
BHWM
292
Bay Harbor Wealth Management
Maryland
$108
TWD
293
True Wealth Design
Ohio
$28
SHCM
294
Sachem Head Capital Management
New York
IHG
295
Insight Holdings Group
New York
Norges Bank
296
Norges Bank
Norway
GIP
297
Granite Investment Partners
California
DG
298
Daventry Group
New York
HRCM
299
Hawk Ridge Capital Management
California
Man Group
300
Man Group
United Kingdom