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280 hedge funds and large institutions have $4.02B invested in nCino in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $31M | Put options by funds: $5.21M

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $3.69B → $4.02B (+$330M)

2.6% more ownership

Funds ownership: 100.73%103.34% (+2.6%)

3% more funds holding

Funds holding: 273280 (+7)

9% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 95

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
280
Holders Change
+7
Holders Change %
+2.56%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
58
Increased
104
Reduced
95
Closed
44
Calls
$31M
Puts
$5.21M
Net Calls
+$25.8M
Net Calls Change
-$9.72M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
176
Quantinno Capital Management
New York
$481K +$277K +7,431 +108%
PWS
177
Precision Wealth Strategies
Missouri
$479K +$26.6K +714 +5%
DWM
178
Diversify Wealth Management
Utah
$459K -$38.3K -1,029 -7%
LA
179
Legacy Advisors
Pennsylvania
$446K +$181K +4,860 +58%
PTC
180
Petrus Trust Company
Texas
$422K -$73K -1,960 -13%
Victory Capital Management
181
Victory Capital Management
Texas
$407K +$12.7K +340 +3%
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$400K -$33.8K -908 -7%
DIM
183
DC Investments Management
Virginia
$387K
MIIM
184
Mesirow Institutional Investment Management
Illinois
$379K -$79.2K -2,128 -16%
SS
185
SBI Securities
Japan
$377K +$418K +11,220 New
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$374K
TRCT
187
Tower Research Capital (TRC)
New York
$370K +$347K +9,316 +549%
FG
188
Formula Growth
Quebec, Canada
$369K -$149K -4,000 -27%
KPP
189
Kings Path Partners
Texas
$336K +$372K +9,995 New
LAM
190
LECAP Asset Management
United Kingdom
$333K -$509K -13,678 -58%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$331K +$39.9K +1,072 +12%
IFWM
192
Institute for Wealth Management
Colorado
$323K
OIAM
193
OFI Invest Asset Management
France
$311K +$357K +9,600 New
SOW
194
State of Wyoming
Wyoming
$309K -$82.6K -2,219 -19%
DFCM
195
Dark Forest Capital Management
Puerto Rico
$306K +$339K +9,114 New
KeyBank National Association
196
KeyBank National Association
Ohio
$297K +$330K +8,854 New
X
197
Xponance
Pennsylvania
$279K +$8.15K +219 +3%
AQR Capital Management
198
AQR Capital Management
Connecticut
$278K +$308K +8,272 New
BWG
199
Berry Wealth Group
Texas
$276K +$14.9K +400 +5%
WAG
200
Wallace Advisory Group
California
$274K -$17.9K -480 -5%

NCNO Hedge Fund Activity: Q4 2024 in Review

280 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q4 2024, worth a combined $4.02B — up 8.9% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new NCNO positions and 44 closed out — a net gain of 14 holders — while 104 added to existing stakes and 95 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $145M. The largest seller was Insight Holdings Group, cutting an estimated $428M.

  • 280 institutional investors held nCino (NCNO) as of Q4 2024, up from 273 in Q3 2024.
  • Funds reported $4.02B of nCino stock for Q4 2024, up 8.9% quarter-over-quarter.
  • 58 funds opened new nCino positions in Q4 2024 and 44 closed out, a net change of +14 holders.
  • The largest nCino buyer in Q4 2024 was Wasatch Advisors, an estimated $145M added.
  • The largest nCino seller in Q4 2024 was Insight Holdings Group, an estimated $428M sold.

Based on aggregated 13F filings for Q4 2024.