293 hedge funds and large institutions have $3.2B invested in nCino in 2025 Q4 according to their latest regulatory filings, with 67 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
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
GCM
176
Graham Capital Management
Connecticut
$499K
SC
177
Sepio Capital
Utah
$465K
DWM
178
Diversify Wealth Management
Utah
$464K
RAM
179
Resona Asset Management
Japan
$445K
AI
180
Atria Investments
North Carolina
$428K
ET
181
Entropy Technologies
New York
$422K
IFA
182
Index Fund Advisors
California
$400K
P
183
&Partners
Tennessee
$389K
SGAM
184
Smith Group Asset Management
Texas
$384K
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$369K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$367K
GCP
187
GSA Capital Partners
United Kingdom
$350K
A
188
AlphaQuest
New York
$335K
AWM
189
Angeles Wealth Management
California
$331K
Victory Capital Management
190
Victory Capital Management
Texas
$324K
Universal-Beteiligungs- und Servicegesellschaft
191
Universal-Beteiligungs- und Servicegesellschaft
Germany
$307K
BC
192
Bridgefront Capital
Texas
$301K
VAS
193
Vestmark Advisory Solutions
Massachusetts
$300K
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$293K
NG
195
Norden Group
Utah
$282K
SS
196
SBI Securities
Japan
$277K
SM
197
Sciencast Management
New Jersey
$248K
CAU
198
Caxton Associates (UK)
$245K
MFS
199
Mirabella Financial Services
United Kingdom
$238K
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$233K