296 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, 101 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
296
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
BTI
276
Blue Trust Inc
Georgia
$1.22K
SC
277
Stephens Consulting
Michigan
$1.19K
PWA
278
Physician Wealth Advisors
Utah
$1.17K
HWM
279
Hemington Wealth Management
Virginia
$1K
HFS
280
Hantz Financial Services
Michigan
$1K
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$786
JWA
282
JFS Wealth Advisors
Pennsylvania
$570
BFS
283
Bare Financial Services
Pennsylvania
$569
AssetMark Inc
284
AssetMark Inc
California
$434
NSIM
285
North Star Investment Management
Illinois
$434
MA
286
Montag & Associates
Georgia
$434
SIS
287
Sound Income Strategies
Florida
$306
DPW
288
DiNuzzo Private Wealth
Pennsylvania
$289
UB
289
UMB Bank
Missouri
$271
EWA
290
EverSource Wealth Advisors
Alabama
$244
WANY
291
Wealthspire Advisors (New York)
New York
$217
SIC
292
SJS Investment Consulting
Ohio
$163
RWM
293
Rialto Wealth Management
New York
$163
HIA
294
HFM Investment Advisors
New Jersey
$108
BHWM
295
Bay Harbor Wealth Management
Maryland
$108
TWD
296
True Wealth Design
Ohio
$28
SHCM
297
Sachem Head Capital Management
New York
IHG
298
Insight Holdings Group
New York
Norges Bank
299
Norges Bank
Norway
GIP
300
Granite Investment Partners
California