294 hedge funds and large institutions have $3.2B invested in nCino in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 65 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:

2.67% less ownership

Funds ownership: 111.57%108.9% (-2.7%)

9% less capital invested

Capital invested by funds: $3.5B → $3.2B (-$301M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

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