297 hedge funds and large institutions have $3.5B invested in nCino in 2025 Q3 according to their latest regulatory filings, with 66 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:

4.88% less ownership

Funds ownership: 116.45%111.57% (-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
297
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
CWA
201
CM Wealth Advisors
Ohio
$298K
DWM
202
Diversify Wealth Management
Utah
$297K
AWM
203
Angeles Wealth Management
California
$291K
Universal-Beteiligungs- und Servicegesellschaft
204
Universal-Beteiligungs- und Servicegesellschaft
Germany
$289K
PA
205
PharVision Advisers
Florida
$276K
RRA
206
Round Rock Advisors
Connecticut
$268K
WorldQuant Millennium Advisors
207
WorldQuant Millennium Advisors
New York
$264K
DWM
208
Drive Wealth Management
Utah
$256K
VOYA Investment Management
209
VOYA Investment Management
Georgia
$250K
CC
210
Chicago Capital
Illinois
$242K
TC
211
TownSquare Capital
Utah
$237K
AIM
212
Aigen Investment Management
New York
$232K
Simplex Trading
213
Simplex Trading
Illinois
$230K
LA
214
Legacy Advisors
Pennsylvania
$229K
WAG
215
Wallace Advisory Group
California
$225K
N
216
Natixis
France
$224K
AC
217
Armistice Capital
New York
$214K
YMRC
218
Yorktown Management & Research Company
Virginia
$210K
HighTower Advisors
219
HighTower Advisors
Illinois
$210K
S
220
SignatureFD
Georgia
$206K
Prudential Financial
221
Prudential Financial
New Jersey
$206K
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$203K
CFO
223
Callan Family Office
Pennsylvania
$200K
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$193K
Deutsche Bank
225
Deutsche Bank
Germany
$167K