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
TC
176
TwinBeech Capital
New York
$528K
SG Americas Securities
177
SG Americas Securities
New York
$515K
RAM
178
Resona Asset Management
Japan
$500K
GCM
179
Graham Capital Management
Connecticut
$499K
SC
180
Sepio Capital
Utah
$492K
Truist Financial
181
Truist Financial
North Carolina
$491K
SCP
182
Sender Company & Partners
New York
$468K
1C
183
111 Capital
France
$450K
I
184
InceptionR
California
$436K
VAS
185
Vestmark Advisory Solutions
Massachusetts
$433K
IFA
186
Index Fund Advisors
California
$423K
FCM
187
Fieldview Capital Management
Michigan
$418K
WP
188
Woodline Partners
California
$414K
DIM
189
DC Investments Management
Virginia
$395K
AWAU
190
Alliance Wealth Advisors (Utah)
Utah
$387K
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$387K
Wolverine Trading
192
Wolverine Trading
Illinois
$387K
WAM
193
Weiss Asset Management
Massachusetts
$371K
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$368K
Commonwealth Equity Services
195
Commonwealth Equity Services
Massachusetts
$365K
Pictet Asset Management
196
Pictet Asset Management
Switzerland
$338K
Victory Capital Management
197
Victory Capital Management
Texas
$334K
PHK
198
Point72 Hong Kong
Hong Kong
$333K
BFM
199
Boothbay Fund Management
New York
$326K
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$303K