293 hedge funds and large institutions have $3.2B invested in nCino in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 64 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:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.8% less ownership

Funds ownership: 111.57%108.77% (-2.8%)

9% less capital invested

Capital invested by funds: $3.5B → $3.2B (-$305M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$1.76M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
276
Whipplewood Advisors
Colorado
$333
SIS
277
Sound Income Strategies
Florida
$291
LFG
278
Larson Financial Group
Missouri
$282
SAM
279
Smartleaf Asset Management
Massachusetts
$234
MCM
280
MV Capital Management
Maryland
$231
TFA
281
Transamerica Financial Advisors
Florida
$205
UFPG
282
United Financial Planning Group
New York
$205
DPW
283
DiNuzzo Private Wealth
Pennsylvania
$180
AssetMark Inc
284
AssetMark Inc
California
$128
BHWM
285
Bay Harbor Wealth Management
Maryland
$128
HIA
286
HFM Investment Advisors
New Jersey
$77
CPG
287
Cornerstone Planning Group
New Jersey
$70
DF
288
Dunhill Financial
United Kingdom
$61
SIC
289
SJS Investment Consulting
Ohio
$52
RWM
290
Rialto Wealth Management
New York
$52
Federated Hermes
291
Federated Hermes
Pennsylvania
$51
RIL
292
Rothschild Investment LLC
Illinois
$51
KFAS
293
Keating Financial Advisory Services
Kansas
$26
Capital Research Global Investors
294
Capital Research Global Investors
California
SP
295
ShawSpring Partners
Massachusetts
ACL
296
Azora Capital LP
Florida
American Century Companies
297
American Century Companies
Missouri
PMAM
298
Picton Mahoney Asset Management
Ontario, Canada
TI
299
Trexquant Investment
Connecticut
CCM
300
Cinctive Capital Management
New York