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
SC
276
Stephens Consulting
Michigan
$1.19K
PWA
277
Physician Wealth Advisors
Utah
$1.17K
HWM
278
Hemington Wealth Management
Virginia
$1K
HFS
279
Hantz Financial Services
Michigan
$1K
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$786
JWA
281
JFS Wealth Advisors
Pennsylvania
$570
BFS
282
Bare Financial Services
Pennsylvania
$569
AssetMark Inc
283
AssetMark Inc
California
$434
MA
284
Montag & Associates
Georgia
$434
NSIM
285
North Star Investment Management
Illinois
$434
SIS
286
Sound Income Strategies
Florida
$306
DPW
287
DiNuzzo Private Wealth
Pennsylvania
$289
UB
288
UMB Bank
Missouri
$271
EWA
289
EverSource Wealth Advisors
Alabama
$244
WANY
290
Wealthspire Advisors (New York)
New York
$217
SIC
291
SJS Investment Consulting
Ohio
$163
RWM
292
Rialto Wealth Management
New York
$163
HIA
293
HFM Investment Advisors
New Jersey
$108
BHWM
294
Bay Harbor Wealth Management
Maryland
$108
TWD
295
True Wealth Design
Ohio
$28
SHCM
296
Sachem Head Capital Management
New York
IHG
297
Insight Holdings Group
New York
Norges Bank
298
Norges Bank
Norway
GIP
299
Granite Investment Partners
California
DG
300
Daventry Group
New York